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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.
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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
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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.
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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.
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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.
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How Collaboration and Innovation Are Shaping Wealth Management for the World’s Wealthiest

A wave of technological innovation is transforming the way the world’s wealthiest manage their assets. Artificial intelligence, blockchain, and quantum computing are no longer futuristic concepts - they are reshaping wealth management today. Klaus Schwab, founder of the World Economic Forum (WEF), describes this era as a “societal revolution,” where collaboration and innovation will determine success across industries, including financial services.
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Digital Assets and Web3 Basics: What Family Offices Should Know

With American President-elect Trump reportedly expressing enthusiasm for cryptocurrencies and regulatory discussions about strategic Bitcoin reserves taking place in several countries, 2025 is shaping up to be a pivotal year for digital assets. For family office professionals, this article provides a concise primer on the space, where the concept of Web3 is widely regarded as the “next big thing.”
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The Big Picture of Global Wealth: Key Facts from 2024 Research

Based on 2024 reports from Capgemini, Knight Frank, and UBS, global wealth has reached new heights, driven by strong stock market performance and a surge in the number of millionaires worldwide. This article explores key findings from these reports, shedding light on wealth distribution, emerging trends, and regional disparities.
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