As parents, one of our highest priorities is to provide for our children and secure their future. Part of this responsibility involves planning and structuring wealth in a way that empowers them to ...

The transfer of wealth between generations is a significant event for ultra-high net worth individuals and involves more than just financial assets. It encompasses family dynamics, philanthropic goals ...

Estate Planning: Succession is a recurring challenge for wealthy families. “By separating the estate for future generations, ...

AS WEALTH structures become more sophisticated and intergenerational, private clients are increasingly favouring strategic partnerships over transactional relationships and product-led platforms.

The United Arab Emirates has already won attention. The next stage is to win permanence. To do so, the wealth ecosystem must ...

For investors, business owners and high-net-worth individuals, capital gains tax can be one of the most significant barriers to wealth preservation. Every time you sell a highly appreciated ...

Nan Salley-Gudaitis, CTFA, CAIA, is a managing director and private client advisor with the Private Bank for Bank of America. She has been catering to the needs of business owners, corporate ...

STOCKHOLM--(BUSINESS WIRE)--ROYC, the leading provider of complete private markets operating systems, announces the structuring of a new access fund for Private Wealth launched in collaboration with ...

LONDON--(BUSINESS WIRE)--Pantheon, a leading global private markets investor, today announced that it has filed for registration of the AMG Pantheon Infrastructure Fund (P-BUILD), an innovative ...

Credit Suisse Wealth Management division's new boss Francesco De Ferrari has laid out a new structure from March 1 that revamps its business areas for Europe and Latin America and names Christian ...