The whitepaper, titled ‘The Multi Family Office Advantage’, was launched at a roundtable hosted at the DIFC’s Family Wealth ...

Michael T. Clear and Erin D. Nicholls of Wiggin and Dana LLP discuss estate planning among company founders and entrepreneurs, focusing on core planning, business continuity and liquidity, and ...

FAMILY offices have evolved significantly from their origins as closely held structures for wealth management. Today, they are complex organisations facing an ever-changing landscape of legal, ...

Hong Kong aims to attract 200 new large family offices by the end of 2025. Family offices are drawn to Hong Kong due to its access to China investments and lifestyle perks, but they also highlight the ...

Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis.

From digital wealth management to automated advisory services, these innovative firms are reshaping how financial assets are ...

Learn tax-efficient gifting strategies, including definitions and tips for various cases. Find the basics of gift taxes and ...

The potential impacts of proposed Trump-aligned tax reforms on estate planning means families and advisors must proactively ...

Reducing the number of moving parts and decision points in your financial life can help bring a greater sense of clarity and ...

As inheritances are set to reshape client portfolios and next-gen heirs demanding digital-first experiences, firms are ...

Discover the importance of estate planning to protect your family from legal complexities and financial burdens.