Philanthropy
October 20, 2026
For those with significant wealth, including families with long-term philanthropic ambitions, charitable giving can quickly become reactive: A request arrives from a charity. A friend recommends a cause. A family member becomes passionate about an...
Family & Legacy Planning
September 25, 2026
According to Cerulli, an estimated $84 trillion will change hands over the next two decades, in what many are calling the Great Wealth Transfer. For ultra-high-net-worth families, wealth transfer planning encompasses far more than the movement of ...
Member & Chair Insights
September 11, 2026
Over the coming decades, Baby Boomers and the Silent Generation are expected to pass roughly $124 trillion in assets to Gen X, Millennials, and charitable causes—an event commonly known as the Great Wealth Transfer. For ultra-high-n...
Member & Chair Insights
September 8, 2026
Generational wealth transfer is rarely straightforward. However, early planning—aligning family priorities, considering ownership and tax structures, and giving the next generation time to prepare—can smooth the transition across generations.F...
Family & Legacy Planning
August 11, 2026
When it comes to navigating shared family wealth, rarely are discussions solely about assets. Family dynamics almost always come into play. For example, siblings may come to the table with differing expectations, financial needs, and ideas about w...
Philanthropy
August 5, 2026
For many families with significant resources, building a legacy that reflects who they are and what they hope to pass on can’t be captured in a balance sheet. How can values be expressed in a way that resonates across generations?For many, phi...
Member & Chair Insights
April 28, 2026
For many ultra-high-net-worth families, true complexity doesn’t lie in portfolios. It’s found in the people—and the interpersonal dynamics that shape decisions, and, ultimately, define le...
Family & Legacy Planning
April 21, 2026
Stepping away from a company you built or nurtured requires careful thought and meticulous planning. A business exit is rarely a simple financial transaction for ultra-high-net-worth individuals. It represents a profound shift in daily life, wealt...
Business & Entrepreneurship
April 17, 2026
Building a successful company demands years of focus, strategic decisions, and commitment, yet many owners overlook the most critical final phase: how to exit. A well-crafted plan for transitioning out of your company ensures your hard-earned weal...
Business & Entrepreneurship
March 10, 2026
For ultra-high-net-worth individuals (UHNWIs), business exit planning is more than just a financial transaction—it’s a defining moment that can shape legacy, preserve generational wealth, and unlock new opportunities for impact. Whether the busine...
Family Office
March 9, 2026
Stewarding wealth across generations is both a privilege and a profound responsibility. Family Office Insider: Key Themes Guiding Today’s Family Office Principals explores the critical questions shaping the future of the modern family office—from ...
Family & Legacy Planning
March 3, 2026
For ultra-high-net-worth individuals (UHNWIs), a business exit is rarely just a financial decision—it’s a defining moment that shapes personal legacy and reputation for decades to come. While maximizing valuation is critical, many UHNWIs also care...
