Forbes contributors publish independent expert analyses and insights. I'm a global philanthropy advisor and author of Delusional Altruism. Family offices play a critical role in steering the ...

As we look ahead to 2026, one principle continues to guide our thinking: Markets will constantly evolve, and successful investors meet these shifts with clarity, discipline and thoughtful preparation.

Wealth brings freedom, but also significant complexity. As fortunes grow, so do the layers of trusts, partnerships, properties and multijurisdictional assets that demand careful management. For ...

In 2025, ultra-high-net-worth families navigated a year defined by policy uncertainty, market volatility, and an intensified focus on after-tax outcomes. Tom Bratkovich, chief investment officer at ...

Standard Chartered Global Private Bank's recent research shows that international footprints are reshaping how many ultra-high-net-worth (UHNW) families protect and build their wealth. Shifting tax, ...

M&A activity in the RIA sector continued strongly in 2025 and is expected to remain robust for the foreseeable future. One key factor is that the wealth management industry is expanding as more ...

HSBC’s strategic focus on the ultra-high-net-worth (UHNW) clientele in Switzerland has yielded measurable progress, characterised by accelerated growth and operational enhancements. The bank reported ...

Indosuez Wealth Management, Western Europe’s best for ultra-high-net-worth (UHNW) clients, has made impressive strides in developing its franchise in this crucial segment of the wealth management ...