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.
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.
Method
Build or buy: the single- versus multi-family-office decision
A family office is one of the most consequential structures a wealthy family will ever build, and the choice between owning one …
Markets
Managing a concentrated position without losing the plot
A founding shareholding is often where a family's wealth began. Managing the risk it carries is rarely only an investment question, which …
Markets
Mapping the ultra-wealthy: 510,000 families and where wealth is growing
The ultra-high-net-worth population is larger, younger and more global than it was a decade ago. Understanding its shape is the starting point …
Compliance
MiFID II suitability, and the record that defends it
Suitability is not something a firm asserts. It is something it has to evidence, consistently and at scale, sometimes years after the …
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 …