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wealth management

December 17, 2019

We are all familiar with the platitudes about trusts: great things if used right, offering potential solutions to asset protection, probate, tax and family issues. The concept of moving the legal ownership of an asset to an unrelated party while still retaining the benefit of it is useful in many contexts.

We are all familiar with the platitudes about trusts: great things if used right, offering potential solutions to asset protection, probate, tax and family issues. The concept of moving the legal ownership of an asset to an unrelated party while still retaining the benefit of it is useful in many contexts.

December 9, 2019

There’s no doubt that family offices continue to evolve, with traditional models, where a family’s interests are directed by a single ‘head’ in a small number of jurisdictions with shared objectives, being a thing of the past. Today, a family office is much more global, diverse, and tech-savvy.

There’s no doubt that family offices continue to evolve, with traditional models, where a family’s interests are directed by a single ‘head’ in a small number of jurisdictions with shared objectives, being a thing of the past. Today, a family office is much more global, diverse, and tech-savvy.

November 7, 2019

The most challenging investment tax issues can often be found in an investor’s fixed income allocation, say the experts in family office, global tax and investments at Wellington Management. They explore some of the strategies available to investors.

The most challenging investment tax issues can often be found in an investor’s fixed income allocation, say the experts in family office, global tax and investments at Wellington Management. They explore some of the strategies available to investors.

 

 

KEY POINTS

November 1, 2019

Delegates to the latest and greatest Campden Family Connect Indian Family Office Conference say the programme was “thought provoking and agenda setting”, providing much needed intelligence and networking opportunities.

Delegates to the latest and greatest Campden Family Connect Indian Family Office Conference say the programme was “thought provoking and agenda setting”, providing much needed intelligence and networking opportunities.

October 29, 2019

Philippe J Weil, author and family office principal, has drawn from his personal and professional experience of dealing with families of wealth over 30 years to write his new book Woes of the Rich: Seeing Beyond the Money.

CampdenFB presents this extract from the book in which the author considers the real value and consequences of wealth—and what he counselled when money threatened to tear families apart.

Philippe J Weil, author and family office principal, has drawn from his personal and professional experience of dealing with families of wealth over 30 years to write his new book Woes of the Rich: Seeing Beyond the Money.

CampdenFB presents this extract from the book in which the author considers the real value and consequences of wealth—and what he counselled when money threatened to tear families apart.

October 28, 2019

A new book finds out why so many wealthy families do not transfer their assets properly to the next generation. Philippe J Weil, author and family office principal, says the answer to this question is fascinating, and doesn’t necessarily have to do with finance.

A new book finds out why so many wealthy families do not transfer their assets properly to the next generation. Philippe J Weil, author and family office principal, says the answer to this question is fascinating, and doesn’t necessarily have to do with finance.

CampdenFB: What inspired you to write Woes of the Rich: Seeing Beyond the Money?

September 25, 2019

Rapid growth in the number of ultra-wealthy individuals worldwide has slowed to a crawl and their total wealth has dropped for the first time in three years to $32.3 trillion.

Rapid growth in the number of ultra-wealthy individuals worldwide has slowed to a crawl and their total wealth has dropped for the first time in three years to $32.3 trillion.

September 20, 2019

More than 100 multigenerational business families of wealth from across Europe and the rest of the world will gather in London on 4-6 November for the flagship 21st Campden Wealth European Family Office Conference. What can family leaders and next-gens gain from attending this confidential peer-to-peer sharing of knowledge and best practice to forge a sustainable future for their businesses?

More than 100 multigenerational business families of wealth from across Europe and the rest of the world will gather in London on 4-6 November for the flagship 21st Campden Wealth European Family Office Conference.

April 10, 2019

Growth, innovation, and preservation—the three key themes that drove conversation, networking and thought-leadership at Campden’s 12th Americas Families in Business Conference in Miami last week.

Growth, innovation, and preservation—the three key themes that drove conversation, networking and thought-leadership at Campden’s 12th Americas Families in Business Conference in Miami last week.

More than 100 family members and the executives of their enterprises joined peers, experts and thought-leaders as we discussed what will help propel their businesses forward for the moment and years to come.

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