Tag: family offices

For wealthy investors, the Anthropic IPO raises practical questions before it raises opinions: can you get shares, how large should ...

The California billionaire tax remains unresolved. Early returns showed Proposition 40 trailing, but ballots are still being counted. These are ...

For generations, wealthy families often treated philanthropy as something that followed wealth transfer. A founder built a fortune, established a ...

In an exclusive interview with Impact Wealth, TIGER 21 founder and chairman Michael Sonnenfeldt reveals how a global network of ...

From artificial intelligence and geopolitical realignment to sustainable investing, global health and the changing architecture of philanthropy, the 2026 Concordia ...

Image source For internationally accomplished individuals, contribution can extend far beyond financial capital. Christopher Willis examines how philanthropy, expertise, and ...

Family offices are navigating a financial environment shaped by inflation concerns, interest-rate uncertainty, geopolitical risk, market volatility and increasingly complex ...

Image source Most conversations between family offices and real estate lenders focus on the acquisition itself, structuring financing for the ...

Image source For decades, the playbook for family offices acquiring U.S. real estate on behalf of their principals was simple: ...

TL;DR For family offices structuring luxury yacht charter in Dubai, the sophisticated framing has shifted from cost line item to ...

Every family office with an ESG mandate eventually runs into the same uncomfortable line item: a legacy holding, or a ...

The Great Wealth Transfer is rapidly emerging as one of the defining financial and demographic shifts of the 21st century. ...