Priyanka Roy Jivani, Partner at 1291 Group, used her appearance at the Hubbis session to outline how insurance-based structures can be deployed as tools for tax efficiency, asset protection and ...
Advisors guide families through $84 trillion transfer using trusts, charitable strategies and heir education for lasting legacies ...
Alpha Wealth Group unveils bespoke wealth structuring services for 2025, crafted to preserve prosperity and strengthen the legacies of affluent families and global entrepreneurs. United Kingdom, ...
AllianceBernstein’s James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.
As parents, one of our highest priorities is to provide for our children and secure their future. Part of this responsibility involves planning and structuring wealth in a way that empowers them to ...
In 2022, Norway's government increased the wealth tax from 0.85% to 1.1%. And according to data reported by Fortune, 82 wealthy Norwegians with a combined net worth of about 46 billion kroner ($4.3 ...
Change is the law of life - and learning from the Vanderbilts, families will need to adopt new strategies to ensure successful wealth transfers to future generations. Here Gloria Vanderbilt, Cornelius ...
In the United States and Europe, regulatory reforms such as MiFID II and the SEC’s fiduciary standards have accelerated the red-pill transition. Asia remains hybrid. Regulators in Hong Kong now ...
Purpose trusts are often used in tax planning where control, continuity, and asset separation are more important than current ...
Evgenia Goti Koukoumaki, head of wealth planning at EFG International, shares a deep dive into the evolving demands of ultra-high-net-worth families in a globalised world, highlighting the hidden ...
“Family disputes intensify when the increase in complexity outpaces the ability to communicate effectively and evolve as a ...
As India navigates a historic wealth transfer, Neha Pathak, Head - Trust & Estate Planning, Motilal Oswal Wealth Management, ...
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