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


Should You Set Up a Trust Before April 2026?
by Menzies LLP


Patagonia Chooses a Purpose Trust to Help Them Save the Planet
by Abacus Trust Group


Nairobi Private Wealth Conference Digest
By 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
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