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

Protect your wealth by identifying internal and external risks early. Learn how to navigate climate risk, geopolitical challenges, and secure professional guidance for effective wealth preservation.

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.