Alpha Wealth Group unveils bespoke wealth structuring services for 2025, crafted to preserve prosperity and strengthen the legacies of affluent families and global entrepreneurs. United Kingdom, ...

Global advisors gather in Monaco to discuss cross-border wealth, succession planning and multi-jurisdiction governance ...

Advisors guide families through $84 trillion transfer using trusts, charitable strategies and heir education for lasting legacies ...

Johanna Krueger, Head of Institutional Investors at Kilde, took the stage during the “In The Hubbis Hot Seat” session at the Independent Wealth Management Forum – Dubai 2026 to outline a private ...

As parents, one of our highest priorities is to provide for our children and secure their future. Part of this responsibility involves planning and structuring wealth in a way that empowers them to ...

As practitioners involved in the evolution of Kenya’s modern trust framework, we have seen firsthand the gaps families face when wealth transitions without governance.

AllianceBernstein’s James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.

Change is the law of life - and learning from the Vanderbilts, families will need to adopt new strategies to ensure successful wealth transfers to future generations. Here Gloria Vanderbilt, Cornelius ...

Lioner has appointed a seasoned trust and wealth planning specialist with more than five decades of industry experience as a strategic advisor. Brian Kenyon joins the firm as Group Strategic Advisor, ...

Evgenia Koukoumakia, head of wealth planning at EFG International, shares a deep dive into the evolving demands of ultra-high-net-worth families in a globalised world, highlighting the hidden pitfalls ...

Key sponsors CGW - Consult Group Worldwide, Manhattan Private Credit Markets, and SixSenses Private Credit, will reinforce ...

As trillions quietly shift from aging clients to their heirs, many advisors are looking the wrong way. This piece reveals the hidden risks in your own book and how to turn the Great Wealth Transfer ...