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How to design a human-centered wealth plan
Indulge us a little as we revisit an important topic covered in a previous post about wealth planning. We ...
Wealth planning: a risk perspective
As a wealth owner, you face many threats and challenges. To grow, preserve, protect, and smoothly transfer ...
Centro LAW Guest Series: THRIVE - a wellbeing framework for family governance
While it can be a wonderful thing, a family is a complex constellation of relationships held together by ...
Lump-sum taxation in Switzerland
Have you heard about a Lex Chaplin? Why should you? There has never been such a law. However, the term has ...
International estate planning: Vivre pour le meilleur
Johnny Hallyday, a French rock legend, died in 2017, leaving an estate that was estimated worth over USD ...
International estate and inheritance taxes
We will experience the biggest wealth transfer in history within the next three decades since Baby Boomers ...
How to elevate your single family office to excellence
The number of global single family offices is continuously rising. With the introduction of virtual family ...
Centro LAW Guest Series: Impact investing. Discovering underlying value
Values-based investment strategies are the zeitgeist, as more investors look towards environmental, ...
Centro LAW Guest Series: Private equity in wealth management. How to diversify your portfolio and achieve strong performance with alternative investments
It may seem that private equity investors already own everything: fashion brands, food companies, computer ...
How to prepare for estate planning
Today is as good as any to start estate planning. For some, this post may be a reminder to focus on the ...
Residence in international tax law: Whenever, Wherever
Shakira is a Colombian pop star married to a Spanish football player and has officially been a resident in ...
The costs of running a single family office
Cost is often predominant in the evaluation of a single family office creation. We believe that the costs ...
Centro LAW Guest Series: How investments in renewable energy can help fight climate change while providing a superior return on investment
Interested in knowing more about investments in renewables and energy economics? Harikishan Mandalapu and ...
Investment products: A glimpse behind the wealth management industry’s curtain
Want the lowdown on what the investment and wealth management terms you hear bandied about really mean? ...
Why family heritage, governance, and succession planning matter
The Lacoste Story
Sophie Lacoste is the owner of a French luxury ski apparel brand and the granddaughter ...
Why you need a wealth planning strategy
With a strategy, everything becomes easier
We see wealth planning as the sum of arrangements to grow, ...
How to build your virtual family office
The future of family wealth
Family offices are the zeitgeist in wealth management. Everyone has or wants ...