Different parts, the same objective

Diversify to move forward: a principle that is as relevant as ever 

September 5, 2025 - 10 mess
McKinsey study: The future of finance will be led by women

New priorities, greater autonomy and an impact that forces the financial industry to reinvent itself.

July 11, 2025 - 1 year
Family Governance: When everything goes right, no one complains... until something goes wrong.

Family governance is not merely an estate decision-making process, it is a powerful tool to ensure that the family legacy is not only financial, but also emotionally healthy and harmonious.

February 28, 2025 - 1 year
Wealth Management - Part II: Tradition and Innovation

Generational differences are a challenge, but also an opportunity to evolve in the management of family wealth.

February 21, 2025 - 1 year
Challenges of intergenerational asset management

Wealth transition is not an easy road, but with proper planning and a shared vision, families can overcome the challenges and ensure a successful transfer of their wealth for generations to come.

February 14, 2025 - 1 year
Transfer of wealth, but not of habits

Bank of America study shows shift in preferences of younger investors

July 12, 2024 - 2 years
What do ultra-high-net-worth individuals invest in?

Homes are by far the most preferred investments, according to a Knight Frank study.

December 1, 2023 - 2 years
What is it like to be rich in the U.S.?

Wealth is more than just accumulating money and assets, according to the wealthy themselves.

June 16, 2023 - 3 years
Who is the richest man in the world?

December 16, 2022 - 3 years