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Wealth Management


Holistic Law and Philanthropy: A New Paradigm for Ethical Wealth Management
As wealth management and legal practices evolve, a new approach is gaining momentum—holistic law, an innovative legal philosophy


Cayman Foundations: Key Benefits for wealth planning
In the world of international wealth planning, the Cayman Islands have long been synonymous with stability, sophistication, and strategic


AIO Newsletter
A look at what is happening in the markets by Peter Ahluwalia of LeoVest


The importance of regular reviews of estate planning structures
Effective estate planning is more than a one-time exercise for internationally mobile individuals and families. It must evolve with personal


CYPRUS TAX FREEDOM UNLOCKED: Explore the perks of non-dom status
Cyprus is not only a yearly round holiday destination; the European island offers many tax advantages that can enhance investment returns an


A fund vehicle to support your friends and family
There may be circumstances when a privately controlled investment company can be attractive for small groups of connected parties. What has


The top 3 reasons family offices use cell companies for their investments
Cell companies are unique corporate structures that segregate assets and liabilities into distinct “cells” within a single legal entity. Thi


Asset protection takes centre stage for Asian clients
the complexity of family dynamics, coupled with the ongoing challenge of imminent mass wealth transfer to the next generation, is prompting


Prime Central London Property: Are We Approaching a Turning Point?
This conversation provides invaluable insights into the current state and future potential of the PCL property market. For those looking to


Discounted Gift Trusts: Striking a balance
It’s predicted that Britain’s baby boomers – born between 1946 and 1964 – will pass on wealth into the trillions to next generations over t


A Matter of Trust: Key Considerations When Appointing a Trustee
The importance of selecting a good trustee for effective estate planning cannot be overstated. The trustee's role is multifaceted, requiring


Trusts stand the test of time in global succession planning
Rudi Bodenstein, Partner and Senior Trustee, Stonehage Fleming Jersey Succession planning structures have come and gone, but trusts have...


ESG Investments - Three Points to Consider
High-net-worth investors seek ESG investments to balance financial returns and positive impact.


Investing with Purpose: How Sustainable Strategies Drive Positive Change
Sustainable wealth management is key for families, focusing on stewardship, ESG principles, and tailored solutions by Highvern


Financing the Nature Transition: a holistiQ approach
Nature is our keystone asset, yet it's deteriorating. Investing in nature reduces climate risks and supports economic stability.


Opportunities Securitization Vehicle in Luxembourg
Luxembourg, a key financial hub in the EU, offering strong economic stability, favourable tax policies and regulatory frameworks.


Paula DiPerna on Impact Investing and Climate Action
In an exclusive interview at the PCD Club dinner in New York, we sat down with Paula DiPerna, a renowned author and strategic advisor on...


OFFICIAL TRAILER: Surviving the Crypto Winter | Conversations with Industry Titans
Catch the official trailer to the crypto world of 2024 as we navigate through its tumultuous landscape post the Crypto Winter. We...


ESG and the Loan Agent
ESG and the Loan Agent The Loan Agent is often viewed as performing a purely mechanical role in providing Facility and Security Agency...
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