November 11, 2025

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

November 4, 2025

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.

October 27, 2025

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.

October 13, 2025

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.

July 8, 2025

Family Office Strategy: How Family Banking Builds Legacy Beyond Financial Returns

For ultra-wealthy families, a family bank represents both a powerful conceptual framework and, in some cases, a formally structured approach to deploying capital. More than just a financial tool, family banking creates a foundation for fostering legacy that extends far beyond numbers on balance sheets. Here we explore this model, explain how it integrates with family office operations, and highlight key considerations that modern family office builders should understand when implementing this time-tested approach.

June 25, 2025

Five Key Impact Investment Asset Classes and How Family Offices Approach Them

According to the Global Impact Investing Network (GIIN), in 2024 there were more than $1 trillion in assets under management allocated towards achieving social and environmental benefits alongside financial returns. What are the most popular forms of these assets and how do family offices approach them? This article breaks down the key information.

June 4, 2025

Five Key Reasons UHNWIs Are Embracing Impact Investing

Impact investing – allocating capital to generate measurable social or environmental benefits alongside financial returns – has become a strategic choice for UHNWIs. Far from a passing trend, it aligns with their goals of creating lasting legacies while addressing pressing global challenges. This article explores five key reasons why.

April 10, 2025

Beyond Scattered Giving: The Sovereign Wealth Fund Playbook for UHNW Philanthropy

Sovereign wealth funds (SWFs) have long shaped financial markets through meticulous governance, multi-decade foresight, and strategic asset allocation. Now, a growing number of affluent families see parallels between SWFs’ institutional rigor and the framework required to achieve meaningful, long-term philanthropy. By weaving in principles like transparency, diversification, and disciplined governance — plus leveraging platforms such as Altoo’s for centralised oversight — families can better direct their capital toward sustained global impact.

Explore by Topic

Before You Move: The Wealth Visibility Gap in Relocation Planning

When Your Family Office Serves a Global Family: Why Digital Infrastructure Matters

The Mobile UHNWI: Why Technology Matters When Owners Move But Assets Don’t

Swiss & Sorted: How To Protect Your Global Wealth

Family Office Strategy: How Family Banking Builds Legacy Beyond Financial Returns

Five Key Impact Investment Asset Classes and How Family Offices Approach Them

Five Key Reasons UHNWIs Are Embracing Impact Investing

Beyond Scattered Giving: The Sovereign Wealth Fund Playbook for UHNW Philanthropy

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