Family Office
Family Office
People tend to think of philanthropy as a far-off object- giving back when all other life goals have been fulfilled. But it can, and should be more than this- it’s the intentional quest to create legacy and forge impact through wealth, time, or skills. The journey towards giving rarely starts with […]
When it comes to succession planning, wealthy families often grapple with whether a Will alone is sufficient or if a Family Trust is better suited to safeguard their legacy. While a Will is the most common instrument, in practice it falls short in several ways, particularly for families with significant and diverse wealth. A Will […]
Many ultra-high-net-worth individuals (UHNIs) and family offices naturally accumulate large positions in a single company stock, private holding, or preferred fund. This often happens through ESOPs, founder legacies, inheritance, or past investment success. Such concentration often creates wealth-but it can also endanger it. When one company or sector faces turbulence, the impact on family portfolios […]
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