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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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Family Office Formation Basics: What, Why, and How

In response to growing demand from the super wealthy, family offices have proliferated during the past decade. According to EY, as of 2024, there are now up to 10,000 single family offices globally — ten times as many as in 2008. While you are likely aware that the purpose of a family office is to manage familial wealth, there is no single definition of what doing so entails. This article explores the nature of the modern family office, the top reasons to have one, and some high-level recommendations for your first steps toward forming one.
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The Wealth-Health Paradox and How Famous UHNWIs Address It

For UHNWIs, life is a tapestry woven with privilege and opportunity. Yet, this world also presents unique healthcare challenges that can be surprisingly complex. Great wealth typically comes with stressful responsibilities, including the pressure to make optimal medical care decisions where cost is not a primary concern. Here, we explore this paradox and how several well-known UHNWIs are addressing it.
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Five Types of Digital Tools For Optimising UHNWIs’ Lives

In the digital age, technological platforms cater to virtually every segment of society, and ultra-high-net-worth individuals (UHNWIs) are no exception. This article outlines five categories of such tools that UHNWIs rely on to optimise their personal and financial lives.
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How Can A Family Office Benefit From Open Banking?

To successfully help high-net-worth individuals (HNWIs) preserve and grow their wealth, a family office (FO) requires more than expert asset management and financial planning skills. It also needs comprehensive visibility into all the family’s assets—both those the FO manages and those it does not. Open banking is here to help. This article explains how.
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Open Banking And Its Benefits

Open Banking
Above all, open banking should benefit all stakeholders. Then make it convenient. Clients may easily control their finances at any time, as well as their payment commitments, assets, and provisions. Then there are the banks, which anticipate satisfied customers. FinTechs should be thrilled as well since they may access new demographics. Then, with their services, platform operators bring value to banks, consumers, and FinTechs.
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The UHNWI Travel Risk Management Checklist: Three Essential Points

As 19th-century composer and chansonnier Gustave Nadaud observed, “To stay in the same place is to exist. But to travel is to live.” Evidently, many UHNWIs agree. Global travel is a hallmark of a wealthy lifestyle. Even so, journeys – especially to exotic locations – involve three risks that wealthy travellers should pay special attention to managing. Here, we outline these risks and the best ways to minimize them.
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