Family governance | Transfer of family business | Structuring the business | Family charter | Information and influence of family members | Control and finance of family assets | Estate planning | Inheritance tax | Foundations | Trusts | Family properties | Core family values | Family disputes | Matrimonial law | Emigration and immigration | Wealth protection | Will and living will | Family meetings | Philanthropy | Education of family members | Pre-marital and post-marital agreements | Real properties
Family Integrity & Organization
Family Offices – What investors should know about them
A Family Office can help if the private wealth has become extensive and complex. Finding a suitable partner is essential. To enable successful, i.e. profitable, management of assets, Family Offices must meet specific quality requirements such as personal integrity,...
Estate Planning for Digital Assets
“What happens to one's digital assets upon death? A brief summary of the rules in the U.S.A. that determine how much of our digital information is available to our fiduciaries upon death.” WHILE TECHNOLOGY is constantly advancing in an attempt to improve our lives, a...
How to deal with the family business, finances and disputes?
1. Family Business Management 1.1 Sound Management A Family business is the pillar of Family assets. A special attention should be given to it in a Family Charter. Who manages the Family Business? Family members and/or others? They may be assisted by consultants and...
Charter for high net worth families. What for? And what are its contents?
A Family Charter should not be looked at as a piece of literature to work on, perfect and store in a drawer. It has a specific use and it should address a minimum of critical and important matters of concern to the Family. 1- What is the Role of a Family Charter? (a)...
Switzerland – The Home of the Family Office
Jan van Bueren and Thomas Ming outline the key elements to look out for when choosing a family office for your wealth management requirements.An increasing amount of high earning business owners and families who have sold their businesses are turning to family wealth...
Ultra High Net Worth individuals will increase considerably in the coming decade
Family Offices – A History and Definition It is often assumed that the acclaimed American family, the Rockefellers, pioneered the family office in the late 19th century. However, history suggests otherwise. While today’s family offices are a modern phenomenon, they...
Multi-family office diversity
The constantly increasing number of wealthy families has, over the past years, had a strong effect on demand for wealth management services. Ever more wealthy business owners and families that have sold their businesses are considering a family office to support them...