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Tax Savings Strategies for Intra-Family Wealth Transfers
How to transfer wealth without paying taxes? An eye-catching, promising, yet misleading question. However, there are time-tested ways to offload part of the burden. This article provides actionable insights to be examined by capital founders.
The Great Wealth Transfer: Risks, Challenges, and Opportunities for Asset Preservation
The great intergenerational wealth transfer has already begun. It will be the largest in history. Experts expect families and others to receive more than $72.6 trillion from capital founders by 2045. What are the key risks, and how to manage them?
Why switch to blockchain to store your assets and capital data?
Until now, asset and capital data management has relied on decades-old technology. This has led to high costs, data breaches, and misconduct by third-parties. The introduction of blockchain technology to wealth management addresses these issues head-on. Explore how it protects your assets and capital information cost-effectively and securely.
$340 000 is Lost for Every $1 000 000 in Family Wealth Transfers. Why?
Most wealthy families lose 34% of their fortune in family wealth transfers - for no good reason. Are you and your family following the same path as others, or not? Find out now.
Where Do High-Nets Keep Their Money?
HNWIs and UHNWIs know how to build wealth, but where do they store it? Our study shows that 75% concentrate their assets in the riskiest categories for family wealth transfer. What are these assets, and what are the associated risks?
Is your wealth transfer-ready?
Wealth transfer from capital founders to their families will happen only once. There is no real-world way of testing this beforehand. This is possibly why 70% of families fail at it. How can you be confident that your family will not lose a third of their wealth because of bad preparation for wealth transfer?