While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.
UHNWIs, if you don’t know, are Ultra High Net Worth Individuals, or people with a net worth of at least $30 million. T 0.003% of the world’s population but they hold 13% of the world’s wealth. There are 70,540 of them in the US, 16,510 in China, and 4,670 in the UK.
We sat down with Nisa Amoils to discuss a number of items within the technology and private wealth space. Nisa has been named one of Business Insider’s 30 Women in Venture Capital to Watch in 2018, and Top 100 women in Fintec...
The FINTRX Buy-Side data solution and prospecting tool tracks direct investments made by family offices into over 93 industries worldwide. As we continue to track the direct investment activity within the global family office space - via ou...
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