March 19, 2025

Sovereign Wealth Fund Governance: A Resilience Blueprint for Wealthy Families

On 3 February 2025, US President Trump signed an executive order to formulate a plan for creating a federal-level sovereign wealth fund (SWF). This initiative will obviously have implications for global markets, but it also invites UHNWIs to consider what can be learned through observing these massive state-owned investment vehicles in general. In many ways, SWFs' objectives mirror those of ultra-high-net-worth individuals and their families - both are focused on growing and preserving wealth across generations while balancing risk and opportunity. Starting with this piece on SWF governance, over the coming weeks we will explore the striking parallels between sovereign

March 13, 2025

Legacy Guardrails: How UHNWIs Secure Their Wealth in Case They Can’t Manage It

At some point, all wealth owners lose direct control of their finances, and inadequate preparations around this hard truth – especially in case this point comes earlier than expected or in other unpredictable circumstances – are one of the greatest risks to a UHNWI's legacy. This article outlines three essential “legacy guardrails” the ultra-wealthy should have to protect the future of their wealth when they are not actively managing it.

March 3, 2025

Sidestep the Storm: Minimising Natural Disaster Risk for High-Value Collections

According to some estimates, fine art worth billions of dollars has been lost to the Los Angeles wildfires of January 2025. While one-of-a-kind paintings and other forms of collectibles typically kept on display can be insured and secured against many forms of risk, they are relatively difficult to move out of harm’s way in the event of a catastrophic natural disaster. For UHNWIs with homes around the world, the recent tragedy in Los Angeles raises an important question: in which geographic location will collectibles be at least risk of force majeure? This article outlines answers based on widely understood science

February 26, 2025

Cyber Shields Up: Protecting Multigenerational Wealth in a Digital Age

Ultra-high-net-worth individuals (UHNWIs) often prefer to keep a low profile. Yet in today’s digital era, discretion alone no longer suffices. Cybercriminals now target family offices—the specialized entities managing the wealth and affairs of the world’s wealthiest families.

February 19, 2025

High-Profile Hacks, High-Stakes Consequences for Family Offices

Cyberattacks on financial institutions are hardly rare these days, yet few entities shoulder as much risk as family offices tasked with safeguarding ultra-high-net-worth (UHNW) clients. IBM Security’s “Cost of a Data Breach” report places the global average expense of a breach at $4.45 million, noting that incursions into financial services typically run almost 10 percent higher than those in other sectors.

February 6, 2025

Investing in Resilience: Private-Sector Essential Service Options for UHNWIs

During the Los Angeles wildfire of January 2025, the owner of the Palisades Village Mall took a decisive step to protect his property: He hired private firefighters to defend it from the flames. This proactive approach to fire protection is just one example of how wealthy individuals are securing essential services privately, supplementing or even replacing public resources to safeguard their assets and ensure continuity.

January 24, 2025

The Davos Data Playbook: Lessons for Family Offices

Earlier this month, some of the world’s most influential movers and shakers in business and politics convened in Davos for the 2025 World Economic Forum. While what they discussed addressed critical issues shaping the global economy and political order, we recommend that family officers also zoom out and consider how these discussions were structured and enabled by data. WEF participants – like all family office clients, whether they attended Davos this year or not – demand clear, accurate data and depend on expert teams to provide it.

January 24, 2025

From European Forum to Global Stage: Key Lessons for UHNWIs from Klaus Schwab’s WEF Leadership Journey

The 2025 World Economic Forum was the first not to be under the operational leadership of Klaus Schwab, who founded the organization in 1971 as the European Management Forum. While the global politicoeconomic landscape has evolved significantly since then, Schwab remained remarkably consistent – and successful – in focusing on three increasingly important aspects of global cooperation. Ultra high net worth individuals (UHNWIs) should consider not only the importance of these aspects but also how he addressed them through his leadership.

Beyond Wealth

Sovereign Wealth Fund Governance: A Resilience Blueprint for Wealthy Families

Legacy Guardrails: How UHNWIs Secure Their Wealth in Case They Can’t Manage It

Sidestep the Storm: Minimising Natural Disaster Risk for High-Value Collections

Cyber Shields Up: Protecting Multigenerational Wealth in a Digital Age

High-Profile Hacks, High-Stakes Consequences for Family Offices

Investing in Resilience: Private-Sector Essential Service Options for UHNWIs

The Davos Data Playbook: Lessons for Family Offices

From European Forum to Global Stage: Key Lessons for UHNWIs from Klaus Schwab’s WEF Leadership Journey

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