September 8, 2023

Lifestyle Management For Wealthy Individuals

Ultra-High Net Worth Individuals (UHNWIs) have to deal with a lot of problems in their daily lives. It can be hard to find a good balance between time, money, and responsibilities. This article gives you a list of tips and ideas for managing the lifestyle of a UHNWI well.

September 7, 2023

Modern Tools In Wealth Management

Managing wealth becomes increasingly complex. Besides a growing variety of investment opportunities, clients more and more pursue best-in-class solutions, leading to an increasing number of stakeholders. For service providers like wealth managers and family offices, reducing complexity for their clients is key to distinguishing themselves and strengthening their client relationships.

August 29, 2023

In The Know: From Asset Manager To Principal

The world of large fortunes, high-net-worth individuals, and family offices has its own language, recognisable characteristics, and hierarchies. When selling, investing, or looking for a capital partner, it is important to understand who to talk to and what the prospects are for success. There are different types of managers of large estates, depending on their access to property. We start at the lowest layer of the wealth management pyramid.

August 28, 2023

What To Know About Inheriting A Property In Germany

In Germany, 440,000 properties are handed over to younger family members each year, either through inheritance or donation. More than 50% of them are single-family houses; the rest are apartments, plots, and residential buildings.

August 25, 2023

What Are Family Offices Investing In?

Family offices, if they want to remain successful, have to be open to change and always keep an eye on the latest trends and forecasts. As a result, the world of investment can change rapidly. So join us in taking a look at what family offices are increasingly investing according to latest studies on this subject.

August 22, 2023

Who Is The Largest Family Office?

With a fortune of around 225 billion USD, Walton Enterprises is not only America’s richest family, but also one of the richest families in the world. They are behind the founding of well-known companies and institutions, such as Walmart or the Walton Family Foundation. How did the family make it up?

August 21, 2023

Rising Inequality In The World

Since the beginning of the Corona pandemic, the richest people in the world have become even richer, according to the Oxfam organisation. The wealth of billionaires has increased by 42 percent. At the same time, more than a quarter of a billion people worldwide are at risk of falling into extreme poverty this year. This is the conclusion of the Oxfam organisation in its report evaluating the state in 2022.

August 21, 2023

Global Wealth Report 2023: The Wealth Of The World’s Richest Has Fallen

Private household wealth has declined for the first time since the financial crisis. Dollar appreciation, inflation, and stock market declines over the past year all had a role in setting the stage for this. This is the finding of the Credit Suisse Research Institute's first-ever presentation as a part of UBS of what is likely the most thorough research of global wealth creation.

Single Family Office

Lifestyle Management For Wealthy Individuals

Modern Tools In Wealth Management

In The Know: From Asset Manager To Principal

What To Know About Inheriting A Property In Germany

What Are Family Offices Investing In?

Who Is The Largest Family Office?

Rising Inequality In The World

Global Wealth Report 2023: The Wealth Of The World’s Richest Has Fallen

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