Resources & Research

November 27, 2019
Cross-border Family Planning: from Potential to Complexity.

Cross-border Family Planning: from Potential to Complexity.

Living across border is not an easy task, especially when family business and family cohesion are at stake. For some, a cross-border life provides an opportunity to live a safer (and better) life. For others, geographical dispersion is rather a matter of tax optimization. The motivations differ, that is to say, but what is certain is the permanent complexity of handling family interests when people and assets are spread over several jurisdictions [...]
November 5, 2019
How big families chose their advisers

How High-Net Worth Families Chose Their Advisers

“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for”, wrote reference author Robert Kiyosaki. Truth be told, Kiyosaki was right. Like it or not, but if there is one certain thing in today’s ever-changing world, it is that managing and monitoring capital to create and preserve wealth is a challenge.