Tag: succession planning

Female inheritors plan to steer 40% of their new capital into venture capital and private equity as they take control of family fortunes.

The French private bank has launched a new training camp for the Gen Z heirs of wealthy Asian families, seeking to address a growing anxiety over who will safely inherit the region's massive private fortunes.

Overlooking the need for ready cash is often the biggest mistake wealthy Asian families make in legacy planning, Martin Wong warns.

First-generation tycoons are putting their empires in jeopardy by failing to plan for their sudden incapacity, leaving a decision-making vacuum for the next generation.

The region’s rich are taking bold risks in the market while putting off wealth transfer, increasingly seeking geopolitical safe havens to anchor their fortunes, Lombard Odier says.

As more foreign professionals consider the city home, independent advisory firms jump at the chance to outsmart major private banks.

The private bank is strengthening its senior bench to capture a record surge in client demand, as Asia’s ultra-high-net-worth families move to address increasingly complex succession and legacy planning.