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Beyond Wealth

Why Your Wealth Data Should Be Part of Your Legacy

Over USD 83 trillion is transferring to the next generation over the next 25 years. Unfortunately, many of these wealth transitions are at risk of failing. Not because of poor investments, but because of poor family dynamics and preparation. Traditional estate plans transfer assets but miss critical elements: the knowledge, context, and intelligence that built the wealth. Forward-thinking families are recognising that wealth data is itself a legacy asset that must be intentionally transferred using purpose-built technology and governance frameworks.
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Why Your Wealth Data Deserves a Place on Your Balance Sheet

You likely aim to track the performance of every asset in your portfolio, from equities to real estate to private investments. But there's one asset generating measurable returns that likely doesn't appear anywhere in your wealth statements: your data itself. It's a performing asset that generates returns. Advanced technology platforms are enabling wealth owners to unlock this substantial value by treating data with the same rigour they apply to any other investment.
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Visibility First: The Foundation for Successful Multi-Jurisdictional Wealth Transfer

Intergenerational wealth transfer has always been among the hardest challenges in wealth management. Getting it right starts with visibility; you can't educate heirs about wealth you can't clearly show them. The increasing international mobility of both wealth owners and their families means transfers now span multiple jurisdictions, currencies, and legal systems simultaneously. As complexity multiplies, the foundational requirement of unified visibility becomes more critical.
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The UHNWI Mobility End Game: Regulatory Borders Optimised, Operational Borders Minimised

As record numbers of wealth owners move and invest internationally, wealthy families face a critical infrastructure question: Should we replicate our wealth management systems in new countries? Local expertise will always be essential, but the definition of "local" can be expected to evolve over time. Consolidated data infrastructure is key to avoiding unnecessary operational barriers as global footprints and portfolios expand.
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Before You Move: The Wealth Visibility Gap in Relocation Planning

Plans to relocate always involve looking ahead to the future, but for UHNWIs they often also involve looking back on the past to comprehensively inventory everything they own. Tax advisors need to understand your current structures before they can properly guide your exit strategy. Estate planners require a complete asset inventory to restructure trusts or foundations. Immigration advisors need documentation of funds to prepare visa applications. Knowing "roughly where things are" isn't sufficient. The irony is that this backward-looking exercise is necessary for forward mobility. Establish a setup for complete visibility of your wealth during this relocation, and it will
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When Your Family Office Serves a Global Family: Why Digital Infrastructure Matters

How do you run an effective family office when the family's patriarch is in Geneva and his adult children live in London and New York? According to Campden Wealth research, for more than half of family offices this kind of question isn't hypothetical: They serve at least one family member residing outside the family office's primary jurisdiction. The coordination challenge this creates isn't just logistical. It's structural, and it demands infrastructure built for distributed operations from the start.
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The Mobile UHNWI: Why Technology Matters When Owners Move But Assets Don’t

In 2025, an estimated 142,000 millionaires will relocate internationally, according to Henley & Partners' latest private wealth migration report. The UK alone faces a net outflow of 16,500 wealthy individuals — the largest exodus any country has experienced since tracking began. Dubai, Switzerland, and Singapore welcome thousands more each year. The Great Wealth Migration, as some call it, is well underway. The result is greater physical mobility without greater asset consolidation. Technology to consolidate the data around diverse assets can bridge the gap.
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Swiss & Sorted: How To Protect Your Global Wealth

Trade disputes, sanctions and capital controls can reorder markets in a single news cycle. When they do, risk management stops being abstract. It becomes concrete and personal: where an asset is custodied, which passport a principal travels on, the jurisdiction an entity sits in, and whether the documents you need to act are ready. If wealth is spread across banks, vaults, partnerships and family members in multiple countries, exposure is spread too.
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