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wealth preservation

January 10, 2020

China’s billionaire business families are setting up their own family offices at a phenomenal rate as ageing principals shift their priorities from wealth creation to preservation and succession.

China’s billionaire business families are setting up their own family offices at a phenomenal rate as ageing principals shift their priorities from wealth creation to preservation and succession.

More than three-quarters of Chinese families surveyed by Campden Wealth said they either established or joined a family office after 2010. In the last six years, interest has been growing, and almost one-third reported they began using family office services in either 2018 (13%) or in the first eight months of 2019 (18%).

December 9, 2019

There’s no doubt that family offices continue to evolve, with traditional models, where a family’s interests are directed by a single ‘head’ in a small number of jurisdictions with shared objectives, being a thing of the past. Today, a family office is much more global, diverse, and tech-savvy.

There’s no doubt that family offices continue to evolve, with traditional models, where a family’s interests are directed by a single ‘head’ in a small number of jurisdictions with shared objectives, being a thing of the past. Today, a family office is much more global, diverse, and tech-savvy.

November 15, 2019

Walmart weathers trade war with soaring digital sales, family offices enticed to stay in Hong Kong, Jari Ovaskainen’s family office ties to Alierta family.

Walmart weathers trade war with soaring digital sales

The 3.2% growth in third-quarter sales announced by family business Walmart this week, ahead of lucrative holiday sales, are being seen as a sign of the US economy’s resilience against a weakening global economy.

September 25, 2019

Rapid growth in the number of ultra-wealthy individuals worldwide has slowed to a crawl and their total wealth has dropped for the first time in three years to $32.3 trillion.

Rapid growth in the number of ultra-wealthy individuals worldwide has slowed to a crawl and their total wealth has dropped for the first time in three years to $32.3 trillion.

March 8, 2019

More family offices are looking to get involved in co-investments with other families and the best advisers in emerging property sectors could be the next generation, says a new report on wealth.

More family offices are looking to get involved in co-investments with other families and the best advisers in emerging property sectors could be the next generation, says a new report on wealth.

More ultra-high net worth individuals (UHNWIs) and their families were choosing to cut out the middleman when it came to their investment portfolios by setting up a dedicated family office and property was no exception, Knight Frank said in its Wealth Report this week.

February 5, 2018

In an uncertain world the key to survival rests with those who are flexible and quick enough to adapt. The key to success sits neatly in the pockets of those who can pre-empt change and seize the opportunities it brings, says Andra Ilie, private client adviser at Knox Private Office.

In an uncertain world the key to survival rests with those who are flexible and quick enough to adapt. The key to success sits neatly in the pockets of those who can pre-empt change and seize the opportunities it brings, says Andra Ilie, private client adviser at Knox Private Office.

For UK based ultra-wealthy family office principals, there are a number of matters to contend with and consider as we move through a time of change.

October 31, 2017

Pre-nup popularity increasing to protect wealth; Billionaires return to growth globally; How to avoid “Sudden Wealth Syndrome”

Pre-nup popularity increasing to protect wealth

Pre-nuptial agreements are on the rise among ultra-wealthy individuals and families, especially among people aged under 30 getting married for the first time, a new study finds.

Two-thirds of the 25 English and Welsh law firms surveyed by Forsters’ family team said they had advised their ultra-wealthy and high net worth clients on a greater number of nuptial agreements since 2010.

March 27, 2015

The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years, according to a report due to be released by Campden Research next week.

The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years, according to a report due to be released by Campden Research next week.

Twenty three per cent of participants said their wealth management objective was to preserve wealth, while 42% employed a balanced approach, and 35% sought growth, according to the Russian Entrepreneurship Report 2015.

Two years ago, the figure seeking wealth preservation was 5%.

July 16, 2014

Many wealthy families living off their investments are returning to active business operations, impact investing or philanthropy, as they feel they lack of purpose, a new report says.

Many wealthy families living off their investments are returning to active business operations, impact investing or philanthropy, as they feel they lack of purpose, a new report says.

The meaning of wealth in the 21st century: unlocking the secrets of wealthy families, conducted by Withers and Scorpio Partnership, sought to find whether the wealthy are focused on wealth generation, preservation or the application of their wealth.

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