Distributing or delaying your family wealth depends entirely on your family situation. Revocable trusts help you avoid ...

Intimate types of advisory relationships used to be exclusive to high-net-worth individuals and family offices, but they are ...

Alternative assets, like private equity, real estate, and fine are can help families preserve wealth, express values, and ...

Raj Bhatia, private wealth advisor with Merrill Private Wealth Management, describes how bringing a family member on board ...

For UHNW families seeking integrated oversight, holistic planning is the key to ensuring that their legacy is not left to ...

Most people have not been trained in money management. Most of the financial opinions we have are based on myths — learn them ...

The Global Family Report by UBS captures the views of 317 of their family office clients and offers the world a snapshot into ...

Based in Zurich, Virginie Josten is a Key Account Manager at SIP Medical Family Office, one of the world’s leading ...

For high-net-worth individuals, a comprehensive estate plan is crucial. Explore dynasty trusts and other strategies.

Creating a Shariah-compliant estate plan is not just a matter of faith, it is also a matter of precision. It involves deeply understanding Islamic inheritance laws, interpreting them in light of local ...

Trump-linked businesses have received over $2 billion in just the past month, according to a new report. The US president is ...

Use precise geolocation data. Actively scan device characteristics for identification. Store and/or access information on a ...