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The latest
News and insights from the private wealth industry
Family office


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


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.


Challenging the Narrative: Why ‘High Risk’ Doesn’t Always Mean What You Think
Geopolitical volatility is keeping us all on our toes. We are seeing political fragmentation and polarisation in the West, a tightening affiliation of authoritarian regimes including Russia, Iran, China and North Korea, and conflicts involving multiple parties in Ukraine, Gaza, and Sudan to name a few. That’s before we even mention tariffs.
And with that comes a long list of risks. Sanctions risks have been top of the agenda since the conflict in Ukraine started in Februa


The Borderless Application: Navigating the Rise of Global University Aspirations
The landscape of higher education is undergoing a significant transformation, with students increasingly venturing beyond their national borders in pursuit of academic fulfilment. The traditional model of primarily considering domestic universities is giving way to a more globally-minded approach, where students actively explore and apply to institutions across multiple countries. This evolution is fueled by a desire for diverse academic environments, immersive cultural exper


The Evolution and Advantages of Swiss Trusteeship
Switzerland has long been regarded as a trusted centre for private wealth management and financial services. Its appeal continues to grow, particularly in the area of trustee services, where regulatory clarity and international demand for complex structuring have reinforced its position as a leading jurisdiction. With its robust legal infrastructure and deep-rooted tradition of confidentiality and stability, Switzerland remains a compelling base for families and institutions


Why choose a professional trustee over a friend or family member?
A fiduciary is an individual or organisation entrusted with managing wealth, including investment portfolios, luxury assets, properties, and funds. A fiduciary is anyone legally obligated to act in someone else’s best interest, covering roles like financial advisors, estate executors, and corporate directors.
Trustees, however, are a specific type of fiduciary responsible for managing a trust’s assets in line with the trust’s terms, solely for the beneficiaries’ benefit.


Why Family Offices Choose Hong Kong: Tax Concessions & Structure
ZEDRA’s Co-Regional Head of Asia, James Russell discusses how recent tax legislation changes firmly establish Hong Kong as a global leader for family offices.
Hong Kong has unveiled tax incentives and family office tax concessions, which, coupled with the city’s great financial infrastructure, have been attracting family offices in their droves.


Cayman Foundations: Key benefits for wealth planning
In the world of international wealth planning, the Cayman Islands have long been synonymous with stability, sophistication, and strategic


The importance of regular reviews of estate planning structures
Effective estate planning is more than a one-time exercise for internationally mobile individuals and families. It must evolve with personal


A fund vehicle to support your friends and family
There may be circumstances when a privately controlled investment company can be attractive for small groups of connected parties. What has


The top 3 reasons family offices use cell companies for their investments
Cell companies are unique corporate structures that segregate assets and liabilities into distinct “cells” within a single legal entity. Thi


AI Unleashed for Trustees & Family Offices: The Ultimate Playbook for Simplifying Compliance, Maximizing Revenue, and Reducing Risk
As trustees and family offices struggle with the increasing complexity of regulatory compliance and risk management, the future of wealth ma


Best Practices for Structuring Personalized Family Offices in Switzerland
Family wealth management is undergoing significant transformation, as traditional methods are increasingly challenged by modern wealth creat


The Future of Family Offices in Asia: the Rise of Governance
By Sean Coughlan, Managing Director at Trident Trust THE FUTURE OF FAMILY OFFICES IN ASIA: THE RISE OF GOVERNANCE While family offices...
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