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private wealth management

October 2, 2017

In response to the rising divorce rate and increase in blended families, Paul and Wes Karger, of TwinFocus Capital, offer their insights for educating children on how to preserve exceptional family wealth.

In response to the rising divorce rate and increase in blended families, Paul and Wes Karger, of TwinFocus Capital, offer their insights for educating children on how to preserve exceptional family wealth.

June 28, 2017

What are the attitudes of the Middle East and Far East ultra-wealthy at the coalface of financial services? James Campbell, newly appointed partner in Ogier's Jersey private client and trusts team, looks at trends within the international private client space.

What are the attitudes of the Middle East and Far East ultra-wealthy at the coalface of financial services? James Campbell, newly appointed partner in Ogier's Jersey private client and trusts team, looks at trends within the international private client space.

Why is bespoke structuring on the rise?

June 14, 2017

With the summer wedding season upon us, Rosie Schumm, partner at London law firm Forsters LLP, explains the importance of the preparation of pre-nuptial agreements before the big day to protect family wealth.

With the summer wedding season upon us, Rosie Schumm, partner at London law firm Forsters LLP, explains the importance of the preparation of pre-nuptial agreements before the big day to protect family wealth.

In recent years there have been four major developments in the evolution of nuptial agreements, known colloquially as ‘pre-nups’ (signed before the marriage) or ‘post-nups’ (signed after the marriage).

June 8, 2017

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

Self-confidence in their self-taught business acumen is the recurring theme in Millennials & Wealth Transfer, a white paper by RBC Wealth Management looking at how HNW Millennials (average net worth - $ 5.8 million) acquire financial knowledge, handle the inheritance process and prepare their financial affairs.

May 4, 2017

A survey by insurer Royal London says £400 billion ($515 billion) in private hands is waiting to be passed on and the research also discovered those holding that wealth have different views to those who are (or are not) expecting to receive it, says Jeremy Curtis, partner in the Private Wealth team at Pemberton Greenish.

A survey by insurer Royal London says £400 billion ($515 billion) in private hands is waiting to be passed on and the research also discovered those holding that wealth have different views to those who are (or are not) expecting to receive it, says Jeremy Curtis, partner in the Private Wealth team at Pemberton Greenish.

Generation skipping­–something for a long time heavily taxed in the US–is now in vogue.

March 23, 2017

A trio of family office veterans have launched a new advisory service to help ultra-wealthy families and individuals achieve their long-term wealth management goals, including the setting-up of family offices.

A trio of family office veterans have launched a new advisory service to help ultra-wealthy families and individuals achieve their long-term wealth management goals, including the setting-up of family offices.

November 17, 2016

Rebranded wealth manager Kleinwort Hambros says it has the expertise to grow in the Brexit ultra-high net worth and family office market, with the backing of Societe Generale Private Banking.

Rebranded wealth manager Kleinwort Hambros says it has the expertise to grow in the Brexit ultra-high net worth and family office market, with the backing of Societe Generale Private Banking (SGPB).

January 1, 2002

Wealth can provide family business members with many advantages and opportunities – good healthcare, excellent education, interesting travel experiences and the opportunity for family members to build new businesses. If not handled appropriately, however, wealth can result in a life of glitter with no substance

Though the management of a business family's financial assets is important, the success of the family should also be considered in terms of the members of the family living satisfying and productive lives.

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