family offices

The New Due Diligence: How Wealthy Families Vet Online Platforms Before They Invest

Serious families now treat online platforms like prospective co-managers of capital. Before wiring funds, they want proof that a platform’s…

56 years ago

Concordia 2025: The Strategic Playbook for UHNW Investors and Global Family Offices

As global leaders returned to New York for UNGA week, the 2025 Concordia Annual Summit emerged as one of the…

56 years ago

Betting the Spread or Buying the Team? How the Super-Rich Are Treating Sport as a New Asset Class

For generations, owning a sports team was the ultimate "passion purchase." It was a trophy for the billionaire's den, a…

56 years ago

Single Family Offices and UHNWI Investors: The Rise of Smart Direct AI/Tech Investing

Legendary VC Vinod Khosla recently remarked in a conversation with OpenAI CEO Sam Altman that 90% of VCs add no…

56 years ago

How to Orchestrate Donor Journeys at UHNW Events

Photo by Joel Muniz on Unsplash Ultra-high-net-worth donors anticipate experiences that correspond to their position. Every interaction point holds significance…

56 years ago

The Intersection of Sport, Wealth, and Technology

Sport has always been more than competition. For the world’s wealthiest individuals and families, it represents influence, legacy, and opportunity.…

56 years ago

Managing HNW Client Entertainment Budgets

The UK Gambling Commission implemented financial vulnerability checks starting August 2024 at £500 monthly deposits, reducing to £150 from February…

56 years ago

Cybersecurity Risks and Best Practices in the World of the Rich and Wealthy

On the surface, it may seem like the ultra-wealthy have everything one could wish for: limitless resources, influence, and the…

56 years ago

Bluevine Business Line of Credit: Strategic Financing Insights for Entrepreneurs and Wealth Creators

For high-net-worth individuals and family offices, access to capital is rarely the issue—strategic allocation is. Whether managing direct business investments,…

56 years ago

The Silent Strength of Simplicity: Wealth Strategies That Prioritize Peace of Mind

In a world driven by complexity and constant change, simplicity has emerged as a formidable force in wealth management. For…

56 years ago

Abraham House: Translating the Abraham Accords into Global Impact

In a world marked by complex geopolitical tensions, rapid technological change, and growing social challenges, a new institution is quietly…

56 years ago

Navigating the Complexities of Trust Management Law

The law of trust management is a maze of norms that can confuse veterans. Trustees, beneficiaries, and others seeking to…

56 years ago