11/21/2018

Help HNW clients with high-impact philanthropy

The clear-eyed math shows that if an ultra-wealthy family wanted to spend down half its wealth in a 20-year time frame, the family would need to donate more than 11% of its assets per year — a tenfold increase over average current levels of giving.

11/12/2018

Why Family Offices Need To Prioritize Cyber-Security

Considering that almost 50% of Ultra High Net Worth family wealth is being managed through Family Offices, it is critical that adequate measures are put in place to defend these firms from the growing threat of increasingly sophisticated cyber-attacks.

11/12/2018

'Democracy' in the banking sector

Cloud has been, in her words, "a breath of fresh air" for financial institutions trying to reinvent themselves in the wake of the global financial crisis, as they grapple with a fall in money-making transaction fees.