General - 1 min
The definition of a family office can be lengthy and complicated, but it is ultimately a wealth management enterprise, dedicated to helping a family achieve its goals by managing its resources effectively.
Aug 4, 2024
General - 1 min
The global economy and financial markets have been through many twists and turns since the end of the Great Financial Crisis in 2009. For many in the financial industry, this is the only world they have known, and the current issues with inflation are a temporary aberration from the norm.
Feb 4, 2024
General - 1 min
The world has been abuzz with news of the revolutionary power of Artificial Intelligence (AI). Particularly, advances in “generative” AI have captured the minds of the public with the explosive growth of Large Language Models (LLM) such as OpenAI’s ChatGPT and text-to-picture services such as Midjourney.
May 31, 2023
General - 1 min
Managing significant wealth goes beyond one’s lifetime. The stewardship of an estate becomes the duty—at least partly—of the family members who remain. This is intergenerational wealth management, the subject of this report.
Dec 14, 2022
General - 1 min
With globalization, international trade grew tremendously in the 20th century using global supply chains to reduce the cost of goods and services across industries.
May 15, 2022
General - 1 min
Technological and digital advancements have revolutionized industries over the past two decades, expanding capabilities and raising efficiency to new levels.
Nov 16, 2021
General - 1 min
The world has evolved at a rapid pace with major improvements in living standards, driven most notably by technological advancements, globalization and economic reforms.
May 12, 2021
General - 1 min
Even as technology spending worldwide is increasing rapidly, wealth management firms have been slow to adopt technology, despite unmistakable trends across all other industries. This paper investigates the disruption of technology in the sector.
May 10, 2021