Why is it that most family wealth cannot be sustained past the third generation? What is the secret to old money wealth that survives for generations.

Identifying risks to wealth and taking action well in advance provides asset protection. Internal risks are easily identifiable whereas external are predictably unpredictable. Wealth preservation is all about navigating these risks. Climate risk, geopolitical risk and consolidation of good professional help are current external risks to wealth.

How climate risk is likely to affect how wealth creation and preservation. Changes are coming. This article was published in the STEP Journal Issue 2 2024.

The protection of digital assets is new and unique to wealth management. Some tired and tested methods do work, but additional steps should also be taken.

Migration to New Zealand for high net worth individuals and their families. Visa requirements and tax planning matters to think about before making an application.

Settlor/grantor control over a trust vs trustee independence. How a balance can be struck.