What Should Family Wealth Preserve When Markets Will Not?
In southern Italy, Angelo Giordano is reviving forgotten crops that no longer pay their way — the kind of loss family philanthropy can preserve when markets will not.
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Wealth Management
Technology platforms, software solutions, and AI tools transforming wealth management, family office operations, and investment decision-making.
Who Owns Your Wealth Manager — And Why Does It Matter?
Private equity can improve a wealth manager’s technology, expertise and scale, but clients still need to understand who owns the firm, how advisers are paid and what changes when that owner eventually exits.
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What Are You Actually Buying When You Invest in the Experience Economy?
Experience-economy investing starts with the holdings: the same consumer trend can leave clients owning very different customers, margins, debt and valuation risks.
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The Founder Built The Portfolio. Who Gets To Change It?
Klaus-Michael Kühne built a €36 billion fortune around concentrated bets; after his death, the harder question is which holdings his foundation should still own.
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Family Governance Often Starts In The Wrong Place
Family governance often begins with the wrong focus, leading to ineffective structures and outcomes. This article examines the pitfalls and provides insights into creating robust governance frameworks.
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Wealth Is Usually Lost Outside The Portfolio
Wealth management often focuses on portfolios, yet wealth is usually lost outside them. Explore the factors influencing this phenomenon and gain insights into maintaining financial health.
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When Currency Diversification Stops Protecting Family Wealth
Currency diversification protects family wealth only when assets, liabilities and future spending are viewed together; otherwise, several currencies can conceal one concentrated risk.
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Should Philanthropy Sit Inside The Family Office?
Philanthropy can sit naturally inside a family office when giving, governance and family priorities need to be managed alongside the wider wealth structure.
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What Changes When A Founder Becomes An Investor?
Selling a company turns concentrated business wealth into liquid capital; becoming an investor means replacing founder instinct with a portfolio built around diversification, liquidity and clear decision rules.
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When Should A Family Keep Its Wealth Structure Hybrid?
A hybrid family office keeps strategic control close to the family while using external specialists where expertise, infrastructure or scale are stronger.
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