Tag: wealth transfer

Preparing spouses early can help safeguard family wealth and preserve continuity across generations.

Julius Baer’s latest research highlights the challenge of turning founder-led wealth into shared ownership.

Portfolios can be inherited, but leadership cannot. As a massive generational wealth transfer looms, top private banks are partnering with elite universities to prepare heirs for the realities of family governance and enterprise stewardship.

From navigating multi-jurisdiction lifestyles to preventing corporate fire sales, Asian founders face a 10-year deadline to organise their cross-border assets before passing down their fortunes, warns the wealth chief of Sun Life.

As a massive wealth transfer accelerates, the region's ultra-rich are more concerned about investment risks and tax hurdles than inheritance disputes.

As younger family members shift capital into private markets and tech, a reluctance to discuss money with older relatives is complicating succession planning.

The wealth management industry is ignoring the surviving wives who will inherit Asia's fortunes first, leaving these crucial decision-makers unprepared to manage family empires, the firm's Asia chief says.

After a sustained housing boom and three decades of compulsory superannuation, an estimated A$3.5 trillion to A$5.4 trillion is expected to change hands in Australia over the coming decades.

New research shows how Asia’s richest families organise their philanthropy.

Endowus CEO Gregory Van warns that investors are mistaking access to more data, products and digital tools for action.

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

Family offices and private investors are keeping their risk appetite firm, piling into multi-asset products, tech stocks, and gold.