Family office and private client security: what you’re not being told

As a high or ultra-high net worth client, your biggest risk might be the professional advisors you rely on day to day. Why? Because however discrete they are in person, their digital avatars could be telegraphing your secrets across ...

Trusts, without the trusting? The potential of PTCs in Malta.

Many families employ trusts as part of their international family asset protection and tax planning. Similarly, in the corporate environment many companies employ trusts for purposes such as leadership succession planning. Generally, ...

How should political instability factor into wealth planning?

Later this month, President Trump will be sworn in. By the close of March, Article 50 is expected to have been triggered in the UK, marking the official start of Brexit. Together, these formal rituals will reify the shock political ...

Securing Family Legacies in the GCC: an MFO Perspective

On one of my recent trips to Dubai I contributed to two separate expert panels at two separate events for very different audiences. The first was an exclusive event for ultra-high net worth families. The second was an industry event ...

Bring out the Clapham Omnibus: Rules for Trustees of Family Trusts in Malta

The Malta Financial Services Authority has recently clarified the rules for Trustees of Family Trusts in Malta. The removal of the requirement for the interposition of a professional trustee is of particular interest, as it was ...

Why wealth rarely survives three generations

More than 90% of wealthy families will fail to transition the wealth past the third generation. This fundamental truth seems to transcend both time and cultural boundaries. As proof, the multi-cultural wealth manager will quickly find ...