Resources
Links
Distinctive Living: Morocco
Morocco is working hard to attract tourists and international property investors
Principal content
Understanding Family Wealth
For affluent families, wealth management has always been an important issue. From investing correctly to complying with key accounting, tax and legal regulations, defining a family’s vision and getting the right advice are key - -
Introduction
Investing effectively is the key to maintaining a family fortune
Case study: The Hughes family
For one affluent family, effective wealth management relies on maximising the intellectual capital all members can bring to the discussion
Inheritance
Passing on a financial legacy require careful consideration
Regulation
Changes to financial regulation need to be considered by any family
Family succession
Turning a first generation family business into a legacy of family wealth is not always easy
Beyond finance
Effectively managing family wealth is about more than finances. Issues of human and intellectual capital must also be considered
Help is at hand
The business of managing wealth has become more complex and the landscape of providers has changed
Famous families
The history of family business reveals their importance to modern commerce
Passing on the family business
Financial legacies that come via a family business are likely to be much more complicated than those that are a simple pool of assets
Family giving
For any family that wants to establish a philanthrophic legacy, sound advice is essential
