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The latest
News and insights from the private wealth industry
Succession Planning


Nairobi Private Wealth Conference Digest
By David Bell, PCD Group


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


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


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


Examples of who would make use of a discretionary trust
Abacus is known for offering a market-leading service for the establishment and management of trusts, either as stand-alone solutions or as part of a broader structuring strategy. Services are tailored to each individual or family’s particular needs.


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.


Trusts – A Global Update
Partner and head of Private Wealth Disputes at law firm Hugh James, Roman Kubiak TEP, looks at developments which have shaped the global trusts landscape.
Trusts have long been a cornerstone of wealth management and estate planning. However, in recent years, we've seen a significant shift in the global financial landscape, with an increasing emphasis on transparency and regulation. These changes have had profound implications for the trust industry.


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


Asset protection takes centre stage for Asian clients
the complexity of family dynamics, coupled with the ongoing challenge of imminent mass wealth transfer to the next generation, is prompting


AIM alternatives: Why investors should look elsewhere for IHT planning
There are several ways to maximise the wealth you can pass on to the next generation. Strangely the most powerful option rarely gets a menti


Discounted Gift Trusts: Striking a balance
It’s predicted that Britain’s baby boomers – born between 1946 and 1964 – will pass on wealth into the trillions to next generations over t


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


Ten Years of Clairmont Trust Company: A Journey in Fiduciary Services
A decade ago, my partners and I left the security of large private banks to launch Clairmont Trust Company in The Bahamas, driven by the
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