Guest Article Archive
Strategies To Transfer “Superfluous” Assets Without Estate Tax Hit
Working out which assets are truly superfluous can be harder than one might think, the author of...
Why Seamless Capital Movement Should Become Wealth Management Priority?
The author of this article argues that the ability to move capital efficiently has become as...
Protecting Family Offices From Emerging Cyber Threats
A regular writer, financial industry veteran and business school lecturer talks about the...
Estate Tax Overhaul Alert: How S 4196 Could Reshape HNW Wealth Transfer Planning
A regular author in these pages explains an important proposed piece of US legislation that...
The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted
The author of this article argues that a mature approach to thinking about conflicts of interest is...
Liquidity: The Quiet Guardian Of Generational Empires
The author of this article argues that families who master the distinction between money and wealth...
Glamor And Chaos Of Industry Awards – In Conversation With Rachel Fokes
The Basis Point video channel recently talked to our very own Rachel Fokes, global head of...
The Missing Discipline: How Narrative Governance Mitigates Succession Risk
A problem for families is that succession can appear to be far in the distance, but those involved...
Big Shifts In Estate, Trust Mediations
A term that comes out of the philosophy of science can apply to a change in how those who try to...
The Fiduciary Vacuum: Family Trusts May Be Unprepared For AI Era
AI is rapidly embedding itself into trust administration and family offices, while states in the US...
The Great Rotation: Navigating The Friction Of Expanding Private Markets
There's a "collision" of expanding private markets, and "democratization" of access for retail...
Critical Planning Questions For UHNW Owners Of Family Firm, Fine Art, And Collectibles
The following article looks at the implications of last year’s One Big Beautiful Bill Act and...
Finding Family Harmony Between The Silence And The Noise
The authors argue that governance and wealth mechanisms are maps, but without relational awareness,...
How Governance, Organization, And Deliberation Create Value In Single Family Offices
The challenge for many family offices in terms of how they operate is that they lack resources....
Orbital Satellite Financing – A Look At Investment Opportunities
While a complex and challenging field in some ways, investing in space satellites is also an...
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal...
Blending Traditional Assets With Institutional-Grade Digital Markets
The author argues that what was once a niche has quite clearly become mainstream. And wealth...
How To Help Grandchildren Afford College
Senior family members can help grandchildren in a numher of ways, for example, by paying for...
The New Risk Asset – Why Compliance Belongs In Every Financial Plan
Compliance is now a risk factor in its own right that financial planners and investment businesses...
How to Legally Disinherit Family Members
The recent dramas of Britain's Royal Family highlight the momentous step families may sometime face...