Key family office services for UHNW investors, from investment management to legacy planning and risk, with a focus on governance and global trends.
Fund structuring basics for family offices—core definitions, common fund types, legal considerations, tax impacts, and pitfalls to avoid worldwide.
Learn how to manage cross-border investments for family offices with a step-by-step guide covering legal, tax, risk, execution, and compliance strategies.
Family office investment activity remained subdued in November despite the typical year-end uptick seen on Wall Street. New data from Fintrx, shared with CNBC, shows
Explore 7 real-world asset allocation examples tailored for family offices. Learn how to diversify and manage wealth with practical, actionable strategies.
Succession planning explained: discover its definition, types, real-world use in family offices, legal obligations, plus risks and alternatives in this comprehensive guide.
BNP Paribas Wealth Management is deepening its commitment to single-family offices (SFOs) in the Middle East, bolstering its regional platform with new capabilities, senior hires
Learn how to evaluate alternative investments step-by-step for family offices, UHNWIs, and advisors. This guide ensures informed, sound investment decisions.
Discover how to build investment pipeline step by step for family offices. Learn to source, evaluate, and manage deals to streamline your investment process.
Switzerland’s firm rejection of a proposed high inheritance tax has strengthened its standing among globally mobile families and may influence where the next generation of
