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wealth transfer

September 5, 2016

Family offices in Asia are still relatively new. Most of the wealth is still in the first, or possibly the second generation. The establishment of what might be described as western family office models is still nascent.

Family offices in Asia are still relatively new. Most of the wealth is still in the first, or possibly the second generation. The establishment of what might be described as western family office models is still nascent.

The preferred formula still remains that of a very trusted family retainer, a chief financial officer who has run an operating business, or a lawyer, who structures and advises the wealth that the principals. The old (or very older) generation still retain a great deal of control and make the strategic and investment decisions.

August 7, 2015

Generational demographics mean the world is on the cusp of the largest wealth transfer in history. So how prepared do next-generation inheritors feel for this event?

Planning for a smooth succession to the next generation is one of the biggest challenges facing any family of substantial wealth.

There are a host of issues at play, such as how to discuss family wealth with next gens, what education they need to allow them to manage their inheritance, and the relationships between family advisers.

January 16, 2015

The global ultra-high net worth population is set to transfer more than $16 trillion (€13.8 trillion) to the next generation over the next three decades in what will be the largest wealth transfer in history, according to a new report.

The global ultra-high net worth population is set to transfer more than $16 trillion (€13.8 trillion) to the next generation over the next three decades in what will be the largest wealth transfer in history, according to a new report.

The inaugural Wealth-X and NFP Family Wealth Transfers Report of 100,000 individuals claims the wealth transfer comes as a result of an ageing population of entrepreneurs, who are only now beginning to implement their succession plans. 

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