©Frazer Hudson

In this issue

How multi-family offices are preserving funds to pass on to the next generation

Smaller-scale advisers seek edge by offering bespoke strategy

Competition is fierce to manage the global affairs of the newly affluent from emerging market countries

Asia plays catch-up in planning for the future

Generational shift may bring change

Shroud of secrecy starts to slip away

Very wealthy families are becoming more and more globalised

Strategies: Clients look to maintain a ‘safe pot’

The discussion revolves around the levels of risk investors are willing to take on and over what period of time

Anna Steward, senior counsel at Charles Russell
©Mora Pantrini

Written constitutions: Whatever you want, get it down in black and white

Formal accords are on the rise

Mark Idriss, head of global emerging markets, UBS
©Kalory

Emerging markets: Call goes out for specialist advice

The well-heeled from fast-growing economies increasingly look to succession planning

2012
illustration of an interconnected family office with a safe as the base
©Øivind Hovland

Holistic model: Developing world wealth drives growth sector

Today’s service goes well beyond the purely financial, writes Lucy Warwick-Ching

Young dragons: Courses for the scion

Television offers a lesson in learning finance, writes Tanya Powley

Wealth management: How to pass it on safely

Multi-family offices serve those who do not have the funds to run their own, says David Oakley

Asia: Service needs different model in emerging market

In newly rich countries, money tends to be tied up in operating businesses, writes Paul J. Davies

Smart money: The science of investing for decades to come

Safeguarding a fortune for the long term involves both skill and instinct, writes Dan McCrum

Philanthropy: The new breed of rich sees giving as a priority

Younger wealthy people want an active role in putting money where it can do the most good, writes Lucy Warwick-Ching

Equities: How managing expectations poses problems

Opinions are divided on the best way to insure the future of investments, says Jonathan Eley

Elite clients: Turning against the banks

Some wealthy families have joined the backlash against banking culture and sought advice from different sources

Entrepreneurs: New wealth versus old money

Wealth managers insist their services are as useful to those who have made their money as to those who inherited it