Foundations

Understandably, UHNWs want to ensure their wealth is protected for future generations. This is where lifetime planning comes in, typically involving trusts, companies and foundations, or similar structures. The structures can have a variety of aims including philanthropy, tax planning and operational efficiency

New research from global law firm Taylor Wessing, and exclusively revealed by eprivateclient, shows a “clear sense of responsibility from world’s wealthy to power the next economy".

Saffery Champness Registered Fiduciaries is set to acquire Cayman Islands-based Holdun Trust Limited

Ultra-wealthy individuals gave $175 billion to philanthropic causes in 2020, Wealth-X's latest ultra high net worth philanthrophy report has revealed

The concept of ESG has moved increasingly into the mainstream – and with so many organisations clamouring to tout their ‘ESG’ credentials, it is easy to get lost in the ESG noise.

A study by Jersey Finance into Islamic HNWIs has shown an active interest in ESG and ethics in making financial decisions

As we emerge from one of the strangest periods in living memory, Collas Crill partner Angela Calnan reflects on the key drivers behind the recent surge in her work in establishing succession planning structures for internationally mobile families

As an ESG investment revolution gathers pace, trustees are increasingly being asked by settlors and beneficiaries to take into account factors such as climate change or to exclude certain industries when investing trust assets. What challenges does this present for trustees of private family trusts?

Rothschild & Co is set to open a new wealth management branch in Madrid focused on ultra-high net worth families, entrepreneurs, charities and foundations, a move the bank says marks a further step in its pan-European strategy

Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector in particular has seen a major shift with the generational wealth transfer timeline shortening significantly