Search Result

This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines common challenges and demonstrates how the right type of technology can offer a practical, future-ready foundation for leadership transitions.

What does it really mean to be ultra-wealthy in 2025? It’s no longer just about having $30 million—it’s about building an ecosystem to manage complexity across borders, generations and asset classes. Here’s how the world’s wealthiest are evolving.

As wealth management grows increasingly complex, the demand for specialised family office consultants has surged. These experts bridge the gap between legacy wealth preservation and modern financial challenges, offering tailored solutions for tax optimisation, generational transitions, and investment strategy.

In this article, Ken Gamskjaer, CEO & Co-founder of Aleta, offers valuable insights into the hidden costs of not embracing modern technology.

Historically, US citizens have been more inclined to pursue second citizenship due to citizenship-based taxation, which taxes US citizens worldwide, regardless of their residency. However, this concern now extends to European citizens as countries like France and Spain consider similar policies. Consequently, a portfolio consisting solely of US and EU passports offers limited diversification. So, […]

Family offices may seem quiet from the outside, but Q1 2025 revealed a sector in transformation. From AI adoption and cybersecurity risks to the generational power shift and Asia’s regulatory chessboard, the changes are profound. In this piece, we unpack the trends shaping the future of private wealth—and why ignoring them could mean falling behind.

In this article, Simple Expert Lise Moller highlights the importance of education and open communication. She offers practical steps for how families and executives can use these elements to align the single-family office with their intended purpose.

The Secure and Private Way to Invest in Citizenship.

IQ-EQ is a leading investor services group providing a comprehensive range of compliance, administration, asset, and advisory services to investment funds, global companies and family offices.

Mantle is a modern software solution for managing private assets, from cap tables to capital calls.