wealth transfer
An Empire of Pain: Inside the Sackler Family’s $10 Billion Financial Escape
Uncover the complex financial web the Sackler family used to shield billions from the opioid crisis, a tale of finance, ethics, and accountability.
Beyond the Wrapping Paper: A Financier’s Guide to Gifting, Grandchildren, and Inheritance Tax
A witty letter to the FT sparks a deep dive into tax-smart gifting, wealth transfer, and why financial love is the greatest gift of all.
Beyond the Throne: A Modern Playbook for Family Business Succession
Family business succession, as seen with the Murdochs, is a high-stakes challenge. A strategic plan is vital for protecting legacy and economic stability.
11 mins read
The Inheritance Dilemma: Navigating Wealth, Wills, and Blended Families in the Modern Economy
Inheritance in blended families is a financial and emotional minefield. Discover the legal, strategic, and fintech solutions for navigating modern wealth transfer.