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Next Generation

Programme to boost next-gen financial knowledge
April 27, 2012

A new course to give very young next-gens, aged three and more, a good grasp of financial knowledge and leadership skills has been launched. 

A new course to give very young next-gens, aged three and more, a good grasp of financial knowledge and leadership skills has been launched.

Called Path2Responsibility, the programme has been developed by US-based multi family office Pathstone, in collaboration with the National Financial Educators Council.

Using interactive games, workbooks and family meetings, the course will target children from three years old through young adulthood, Steve Braverman, managing director of the family office, said in a statement.

Wealthy families and family offices should take quick action to clear tax arrears, says expert
November 29, 2011

Ultra-high net worth families and family offices in the UK need to move quickly and clear up their tax arrears to benefit from the Liechtenstein Disclosure Facility, according to an expert in international taxation.

Ultra-high net worth families and family offices in the UK need to move quickly and clear up their tax arrears to benefit from the Liechtenstein Disclosure Facility, according to an expert in international taxation.

“If families are not dealing with clearing [undisclosed assets], they are not doing the next generation any favours. The LDF is a way to change that at a time when passing on wealth is a challenge,” Philip Marcovici, a member of the board of wealth manager Kaiser Partner and a former partner at law firm Baker & McKenzie, told CampdenFO.

Coutts targets next generation with Wharton initiative
July 4, 2011

UK private bank Coutts & Co has enlisted NASA astronauts to help launch an educational programme for next generation clients, with the aim of teaching them to better manage wealth and develop business acumen.

UK private bank Coutts & Co has enlisted NASA astronauts to help launch an educational programme for next generation clients, with the aim of teaching them to better manage wealth and develop business acumen.

The main wealth management arm of the Royal Bank of Scotland announced on 4 July that it has conducted the first week-long programme in London, in partnership with the Wharton School of the University of Pennsylvania, as part of its initiative to provide wealth management advice and opportunities for its next generation clients.

Variety is the spice of life
June 27, 2011

Business models in the world of family offices are as varied as the families that run them. But Paul Golden says pressures on many family offices will lead to greater conformity in the years ahead

Business models in the world of family offices are as varied as the families that run them. But Paul Golden says pressures on many family offices will lead to greater conformity in the years ahead

John D Rockefeller, who, according to most estimates, was the richest man ever to have lived, once said if you want to succeed you should strike out on new paths, rather than travel the worn paths of accepted success.

Wilmington Trust
February 25, 2011

Wilmington Trust understands that managing family wealth is a long-term proposition. Many of our client relationships span multiple generations, and we continue to manage assets for descendants of our founding family.

 

Our Wilmington Trust Corporate Family

Wilmington Trust understands that managing family wealth is a long-term proposition. Many of our client relationships span multiple generations, and we continue to manage assets for descendants of our founding family. 

The Family Business Consulting Group, Inc
February 25, 2011

The associates of The Family Business Consulting Group, Inc understand the unique challenges that a family business faces. We help both the family and the business.

 

The associates of The Family Business Consulting Group, Inc understand the unique challenges that a family business faces. We help both the family and the business. From Fortune 500 operations to smaller, closely held companies we help family businesses around the world explore solutions to family and business issues, decide on the best course of action, and implement plans that will help the family business succeed for generations.

Swiss Life
February 25, 2011

Private Placement Life Insurance (PPLI) is an innovative business unit of Swiss Life with offices in Dubai, Liechtenstein, Luxembourg, Singapore & Switzerland. The company is a leading provider of life insurance for high net worth individuals. The pension & estate planning solutions are distributed in cooperation with renowned private banks, family offices, law firms and asset managers.

 

Private Placement Life Insurance (PPLI) is an innovative business unit of Swiss Life with offices in Dubai, Liechtenstein, Luxembourg, Singapore & Switzerland.  The company is a leading provider of life insurance for high net worth individuals. The pension & estate planning solutions are distributed in cooperation with renowned private banks, family offices, law firms and asset managers. 

Smith & Williamson
February 25, 2011

Smith & Williamson provides a traditional service where the focus is on developing a relationship of trust and integrity.

 

Smith & Williamson provides a traditional service where the focus is on developing a relationship of trust and integrity.

Our private client services include investment and private banking facilities as well as tax, trust, pensions and financial planning advice. Because of this broad range of services, we offer a multi-disciplinary approach to financial advice.

We are proud of the high standards we set ourselves.

 

SG PB Hambros Limited
February 25, 2011

Societe Generale Private Banking Hambros ("SGPB Hambros") is part of Societe Generale Private Banking, the private banking arm of the Societe Generale Group. Through its extensive wealth planning and fiduciary service offering, SGPB Hambros provides highly bespoke wealth management solutions, encompassing banking and investment services for high-net worth individuals and intermediary clients together with wealth structuring and administration services for both personal and institutional clients.

 

Societe Generale Private Banking Hambros ("SGPB Hambros") is part of Societe Generale Private Banking, the private banking arm of the Societe Generale Group. Through its extensive wealth planning and fiduciary service offering, SGPB Hambros provides highly bespoke wealth management solutions, encompassing banking and investment services for high-net worth individuals and intermediary clients together with wealth structuring and administration services for both personal and institutional clients. 

Rothschild Private Banking & Trust
February 25, 2011

For over 200 years, Rothschild has discreetly managed wealth for private clients all over the world, guided by four core principles: objective advice, family values, personal commitment and intellectual rigour.

 

For over 200 years, Rothschild has discreetly managed wealth for private clients all over the world, guided by four core principles: objective advice, family values, personal commitment and intellectual rigour.

Our experienced client teams provide expert advice on structuring and managing wealth, always investing time to understand each client's individual needs.