Over USD 83 trillion is transferring to the next generation over the next 25 years. Unfortunately, many of these wealth transitions are at risk of failing. Not because of poor investments, but because of poor family dynamics and preparation. Traditional estate plans transfer assets but miss critical elements: the knowledge, context, and intelligence that built the wealth. Forward-thinking families are recognising that wealth data is itself a legacy asset that must be intentionally transferred using purpose-built technology and governance frameworks.
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.
As digitalisation reshapes the global economy, a trend of so-called crypto philanthropy has emerged. Involving cryptocurrencies such as Bitcoin and Ethereum, this innovative concept provides a borderless and bureaucracy-free alternative to traditional philanthropy and is poised to take on a powerful role in charitable giving.
Understanding the key differences between charity and philanthropy is essential for high net worth individuals seeking to make a meaningful impact with their contributions. Both approaches have their merits and can complement each other in a comprehensive giving strategy. In this comprehensive article, we explore the definitions of charity and philanthropy, their implications, and the ways in which they shape our society.
In the heart of the Middle East, a region known for its diverse cultures and economic prowess, a quiet but powerful force is shaping the destinies of countless lives - the philanthropic efforts of charitable foundations.
Among all generational groups, the health category is a top priority in philanthropic donations. Having a sense of personal touch, health care donors are more likely to make a gift in honour or memory of someone.
Geopolitical tensions and uncertainty have emerged as the new norm, and public, private, and philanthropic actors need to better equip themselves to confront emergency situations in the near and intermediate future, as well as collaborate more closely to address the interconnectedness and complexity of such crises.
Philanthropy dates back to Greek society. According to the US financial media website Investopedia, Plato instructed his nephew in his will to use the proceeds of the family farm to fund the academy that he founded in 347 B.C. The money helped students and faculty keep the academy running.
In terms of total philanthropic giving, the United States ranks well above other countries. This article outlines the key factors behind Americans' world-leading generosity.
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For family offices, it’s all too easy for diversification strategies to become operational liabilities. When there are multiple custodians, asset classes, and jurisdictions, the structures meant to protect wealth can obscure it. Unfortunately, the persistence of spreadsheet-based consolidation is a symptom of an infrastructure gap. Fortunately, family offices can learn from how institutional investors address this gap.
Markets don't wait for quarterly reviews. Risk management shouldn't either. Institutional investors monitor risks continuously — but not by having their people watch screens continuously. Family offices can achieve the same proactive oversight through automated monitoring technology that tracks multiple risk factors and notifies portfolio managers the moment thresholds are breached.
You know the value of your private equity stakes, your real estate holdings, your venture capital commitments. But do you know when those assets will demand — or return — capital? The difference between reactive improvisation and proactive planning isn't sophisticated treasury management. It's treating your consolidated wealth intelligence as a strategic asset. Purpose-built technology transforms fragmented holdings into forward-looking liquidity forecasts, turning cash flow management from crisis response into competitive advantage.
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Fintech companies are introducing innovative methods to understand and manage even the most diverse portfolios. If you’re considering working with one of these financial industry newcomers independently – that is, not through one of your banks or other institutional service providers – you should ask four basic questions about their data security. This article explores these questions and provides guidance on evaluating the responses.
