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.
Large family offices are veering towards private equity investment during the economic turmoil caused by the coronavirus pandemic, a new study and interviews with family office CIOs reflects.
Legacy planning is a sensitive topic for anyone, and the world’s affluent aren’t an exception. Here we’ve gathered five key succession planning tactics observed from the UHNWI worldwide.
Real estate, and specifically retail real estate, are taking the biggest hit by the COVID-19 pandemic. The investors are rethinking the ways their assets are allocated within the problematic sector.
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