Top Banner

Latest News :



Latest Features :

Measuring Impact

Measuring Impact

Oct 23 - 27. 2017
In addition to performing traditional due diligence on the investments, impact investing involves measuring the intended impact.

Transitioning Wealth to the Next Gen

Transitioning Wealth to the Next Gen

Oct 23 - 27. 2017
The tax efficient transfer of wealth to the next generation is another major goal of estate planning. Families need to first determine their intentions for the assets being handed down, when heirs will receive them and how the assets will be controlled.

The Role of Domiciles

The Role of Domiciles

Oct 23 - 27. 2017
Tax residency and jurisdictions are very important considerations for family offices, particularly given the increasing global nature and mobility of wealth. Choosing a domicile also has a major impact on the estate planning process. Making the right choice facilitates estate planning goals such as tax efficiency, asset protection and passing wealth to the next generation through a variety of vehicles, such as trusts.

Staggering Wealth in Emerging Markets

Staggering Wealth in Emerging Markets

Oct 16 - 20. 2017
It’s no secret that the rich get richer. But much of the world’s wealth in emerging markets is actually quite young, and those families are only beginning to consider how to structure systems for asset management and preservation of legacy.

Latin America and the Middle East

Latin America and the Middle East

Oct 16 - 20. 2017
While Asian family offices have the most noticeable presence in the emerging markets, their counterparts in the Middle East and Latin America have quietly made sophisticated moves of their own. In the Middle East, several sovereign wealth funds from oil-rich countries have cultivated sizable investment teams.Those funds sometimes employ wealthy members of royal or powerful families who decide to create new funds of their own.

Right Banner 2Right Banner 1