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.
The team, formerly with BNP Paribas/Bank of the West, includes 10 seasoned professionals from across the US.
Family offices in Asia, traditionally seen as bastions of privacy and wealth management, are now facing a peculiar and growing issue: imposters. These fake or exaggerated peers are emerging within the ultra-wealthy circles, often with little to no substance behind their claims. This insight delves into the implications, causes, and responses to this unusual trend. […]
The deal in Michigan forms a new combined entity managing $52B in assets for high-net-worth and ultra-high-net-worth clients.
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