Categoría: Wealth/Asset Management

A family trust is a legal arrangement in which assets are transferred by a settlor to a trustee, who manages and holds them for the

A family trust is a legal structure designed to hold and manage assets on behalf of members of a family. It is widely used as

Trusts are powerful tools for managing, protecting, and transferring wealth. Used by individuals, families, and institutions worldwide, they offer flexibility for estate planning, tax structuring,

The 72 rule in wealth management is a simple yet powerful formula to estimate how long it takes for an investment to double, based on

It’s never too late to build wealth. To do so, you need more than just a high income. It’s about making smart financial decisions that

Can you borrow against assets? Yes, and it’s a strategy used by many expats, investors, and business owners to unlock liquidity without selling. Borrowing against

Yes — it’s possible to legally avoid probate on bank accounts, especially with the right estate planning strategies. For expats and high-net-worth individuals, failing to

Probate is the legal process of administering a deceased person’s estate, and when property is involved, it can become especially time-consuming and costly. Many property

Avoid probate in the UK to save your loved ones time, money, and stress after your passing. This legal process can be lengthy, costly, and

Probate is the legal process of validating a will and distributing a person’s assets after death. In Thailand, while probate may not be as formalized

A partir de cierto nivel de riqueza, la banca privada tradicional no es suficiente. Los multimillonarios se enfrentan a menudo a un tipo diferente de complejidad financiera: planificación del patrimonio multigeneracional, gestión global del patrimonio, etc.

En los últimos años, Malasia se ha convertido en un lugar estratégico para los particulares con grandes patrimonios que desean gestionarlos con eficacia. La creciente complejidad de las

Una family office es una empresa privada que gestiona las inversiones y el patrimonio de una familia adinerada. Según Family Offices de Deloitte

A trust is a legal arrangement where a settlor transfers assets to a trustee to manage for beneficiaries. The trust structure provides asset protection and

Hong Kong has emerged as one of Asia’s premier destinations for establishing family offices. It is known for offering a robust financial infrastructure and a

Setting up a family office in South Africa is a significant undertaking, best approached with careful planning, clear goals, and professional support. With the right

Family offices have become increasingly important wealth management structures for ultra-high-net-worth individuals and families in the United Kingdom. This guide walks you through what a

Expat asset management plays a critical role in helping expatriates and high-net-worth individuals preserve, grow, and optimize their wealth across borders. Managing assets as an

In Canada, it is entirely legal for individuals and businesses to maintain offshore accounts—provided they comply with all applicable reporting and tax obligations under Canadian

Portfolio management is a central discipline in modern finance, referring to the strategic process of selecting and overseeing a collection of investments to achieve specific