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News and insights from the private wealth industry
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Nairobi Private Wealth Conference Digest
By David Bell, HNW Advisor


Private trust companies – putting families in control of their wealth
by Abacus Trust Group


New York Plows on with its own BOI Reporting Requirement
by Alicea Castellanos, CEO of Global Taxes LLC


Red Book Valuations: Strengthening Tax Positions with Evidential Clarity
by Justin Mason of Mason Valuation Consultants


Succession Planning: How to Deal with Difference, Illness & Narcissism
By Avv.-Dipl.-Jur. Dominique Calcò Labbruzzo


Beyond Tax: The Trusted Adviser’s Role in Global Relocation
With the UK’s April 2025 reforms now in force, we’re seeing a new wave of HNW families leaving the UK. But the overwhelming motivation isn't just tax; it’s about reconfiguring a life. A truly trusted adviser delivers not only technical clarity but also foresight and empathy.


DIFC Foundations: A Modern Succession Planning Tool for Global Wealth
By Dave Lange, Managing Director & Senior Executive Officer - Trident Trust


What the rise of alternative banking means for global private clients
As the needs of wealthy individuals and families evolve, so do the financial products and services available to them. Now, a new breed of alternative banking provider is reshaping the marketplace, introducing fast, responsive cross-border solutions that feel distinctly different from those offered by traditional banks. Once considered fringe, these platforms are quickly becoming an important part of how globally mobile families manage their wealth.


Middle East Private Client Market: Key Trends and Opportunities
A recent roundtable discussion brought together leading private client lawyers, tax advisors, and investment migration specialists to examine the evolving Middle East market and its growing sophistication in wealth structuring and international mobility.


Bolt Burdon: Stacy Lake promoted to Partner and head of our International Private Wealth
We are thrilled to announce that Stacy Lake has been promoted to Partner and head of our International Private Wealth team.
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