Family
The $18 trillion question: structuring philanthropy for impact, governance and legacy
Over the next two decades a vast sum will pass from the wealthy to charity, and giving has quietly professionalised. This is …
Perspectives
Insights
Research and perspective on private wealth: the trends, the methods and the questions that matter to families of significant means and the advisers who serve them.
Family
The $124 trillion question: what the Great Wealth Transfer means for advisers
Over the next two decades the largest handover of private wealth in history will reshape who advises the world's families. Most incumbents …
Family
The governance gap: succession is the family office's weakest link
Family offices have become sophisticated investors. On the question that decides whether wealth survives the next generation, most remain unprepared.
Family
Preparing the heirs, not just the estate: the real work of multi-generational wealth
Most family wealth does not survive three generations, and the reason is almost never the markets. It is what happens, or fails …