Professional Wealth Management

Global Families

Navigating dynastic dynamics of the 100-year family

Navigating dynastic dynamics of the 100-year family

Jamie Banks

Longevity is changing the game for wealthy families and their advisers, who are now expected to arbitrate between generations...
Wealth transfers unravelled

Wealth transfers unravelled

EFG’s Yevgenia Goti Kouokoumaki speaks to PWM about the challenges facing private banks targeting different generations of investors, including family mediation...
Family feuds, funds and fashionable investments: PWM Tea Break

Family feuds, funds and fashionable investments: PWM Tea Break

Sally Tennant OBE, founder of Acorn Capital Advisers and former banking boss at Lombard Odier, Schroders and Kleinwort Benson, speaks to PWM about how emotional...

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December 2, 2025

Private banks slow to respond to philanthropic families

Ali Al-Enazi

As a new era of wealth transfer dawns, charitable giving is being increasingly shaped by a combination of emotional readiness, liquidity events and shifting per...
December 1, 2025

Family wellbeing is the missing piece in succession planning

Elizabeth Hart, CEO and founder of Singapore-based Legacy Wealth Advisors, joins PWM deputy editor Elisa Battaglia Trovato to discuss the forces influencing suc...
November 25, 2025

Ultra-wealthy turning to advisers for more than money

Elisa Battaglia Trovato

As record family fortunes change hands, rising intergenerational conflict is forcing advisers to manage emotions and values as much as finances...
November 24, 2025

Steering wealth through uncertain times

Ola Adeosun

Amid shifting markets and political instability, families that endure are those guided by values and long-term purpose...
November 20, 2025

Family offices gain ground as private banks struggle to keep up

Elisa Battaglia Trovato

Family offices are emerging as the preferred model for managing complex, multi-generational wealth, driven by younger generations demanding independence, alignm...
November 11, 2025

Great wealth transfer redefines family business landscape

Ali Al-Enazi

A global handover of wealth and control is reshaping family-run businesses, yet many are falling short in communication between different generations...