David Adelman leads the office of next-generation contract-hungry families Wealth May 19, 2025 This version of the article first appeared on CNBC’s Inside Wealth Newsletter. This is Robert Frank, our weekly guide to…
Wealthy families accept a whole body rethink and influence investment Wealth April 28, 2025 Pioneering wealth managers, family offices and educational institutions are reassessing the purpose of investing and measuring its impact As traditional…
Do wealthy families need advisors in the same country? Wealth September 17, 2024 The decision makers of the world’s wealthiest families must be tired of hearing the word “trusted” followed by “adviser.” Everyone…
Wealthy families see value in drafting contracts to stop inheritance disputes Wealth August 30, 2024 The cards spread out on a table in a Swiss private bank define the values, principles and activities of different…
Families advise establishing governance before transferring $83 trillion in wealth Wealth August 9, 2024 “From shirt sleeve to shirt sleeve in three generations.”This saying troubles wealthy patriarchs and patriarchs around the world. This represents…
