News, Comment & Analysis results for Sage
Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers
A recent court case concerning a small European financial center raises questions on how robust
Protecting Family Offices From Emerging Cyber Threats
A regular writer, financial industry veteran and business school lecturer talks about the
US Two-Week Ceasefire With Iran – Wealth Managers' Verdicts
Crude oil prices slumped and equities rallied on the ceasefire announcement – but worries remain.
Could Middle East Conflict Worsen The “SaaSpocalypse”?
There's a narrative circulating concerning the decline of the "software-as-a-service" model and how
How Thoughtful Charitable Trust Drafting, California Law Preserve Donor Intent
Structures such as endowments evolve and businesses can change, which means trustees and charitable
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
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a
From Frameworks To Practice: Building The UHNW Firm Of The Future
Here is a detailed account of the UHNW Institute Symposium, held in New York last November to
Regulatory Fines Down In The US In 2025 – Fenergo
Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management
How Philanthropy Builds Legitimacy, Unity In Family Business Succession: Part One
The article notes that the families benefiting the most from philanthropic planning treat it as far