Global advisors gather in Monaco to discuss cross-border wealth, succession planning and multi-jurisdiction governance ...

Advisors guide families through $84 trillion transfer using trusts, charitable strategies and heir education for lasting legacies ...

Alpha Wealth Group unveils bespoke wealth structuring services for 2025, crafted to preserve prosperity and strengthen the legacies of affluent families and global entrepreneurs. United Kingdom, ...

Priyanka Roy Jivani, Partner at 1291 Group, used her appearance at the Hubbis session to outline how insurance-based structures can be deployed as tools for tax efficiency, asset protection and ...

Evgenia Koukoumakia, head of wealth planning at EFG International, shares a deep dive into the evolving demands of ultra-high-net-worth families in a globalised world, highlighting the hidden pitfalls ...

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 ...

AllianceBernstein’s James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.

Change is the law of life - and learning from the Vanderbilts, families will need to adopt new strategies to ensure successful wealth transfers to future generations. Here Gloria Vanderbilt, Cornelius ...

Purpose trusts are often used in tax planning where control, continuity, and asset separation are more important than current ...

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 ...

As trillions quietly shift from aging clients to their heirs, many advisors are looking the wrong way. This piece reveals the hidden risks in your own book and how to turn the Great Wealth Transfer ...

India’s wealth management landscape is entering a period of structural expansion. As the country produces a growing cohort of ...