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…
Swiss schools step up efforts to educate the next generation of wealthy people Wealth August 15, 2024 Switzerland’s boarding schools for the ultra-wealthy are helping the next generation learn how to manage investment portfolios, as are large…
Wealthy companies need to shift strategy to acquire family offices Wealth August 5, 2024 Investment and wealth managers accustomed to pushing products will need to develop empathy for wealthy families to penetrate this increasingly…