The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace ...

A multi-family office is a firm that manages the wealth of more than one family. It offers the same types of services that a traditional family office offers. Its variety of experts tailor wealth ...

Learn about Multi-Family Offices, including the definition, services offered, and types. Discover considerations on how to ...

Whatever the specific strategies involved, it's advisable to have a family wealth transfer policy in ... relating to the deductibility of various types of contributions to a Donor-Advised Fund ...

Family wealth is safe in Switzerland. Why? Because Switzerland is one of the world's most financially strong and stable countries, with a long tradition in banking and investing. UBS is the world's ...

Wealth management is a specialized investment advisory service aimed at affluent individuals and families. Wealth management encompasses many different services, such as: Investment management.

affluent families are always on the lookout for astute strategies to help preserve wealth and minimize tax burdens. One strategy they might want to consider is an intrafamily loan. This type of ...