Family offices are undergoing a profound shift. Once modest, back-office operations focused on administration and preservation, many have evolved into highly sophisticated investment platforms with growing influence across global markets.
Despite heavy marketing from data and AI vendors, top advisers to the ultra-wealthy say artificial intelligence has yet to transform how new clients are won. Trust, not technology, still drives growth at the very top end of wealth management. AI tools can help identify ultra-high-net-worth individuals and surface contact details, but advisers say that access […]
A Zurich-based multi-family office believes artificial intelligence offers a clear opportunity to pull ahead of a wealth management industry that is adopting the technology more slowly than headlines suggest. When Linvo announced that it had embedded AI across its asset management operations, it signalled a deliberate push to rethink how time is spent inside the […]
Panama’s residency-by-investment framework has become increasingly relevant to globally mobile leaders who evaluate jurisdictions through the lens of risk management, optionality, and long-term positioning rather than simple relocation. Sitting at the crossroads of international trade, finance, and logistics, Panama combines geographic advantage with a pragmatic tax and legal environment. For senior executives, family offices, and […]
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