Entrepreneurship and Wealth Creation Entrepreneurship plays a pivotal role in wealth creation. A study by Altrata, a global wealth management firm, reveals that a significant majority of the ultra-high-net-worth individuals have amassed their wealth through entrepreneurship. The statistics are as…

Unexpected alterations in the level, slope, and shape of the yield curve, as well as currency fluctuations, can significantly affect a portfolio’s value. For instance, a sudden steepening of the yield curve or a sharp depreciation of the domestic currency…

Investing Across Borders Investing across borders is a strategy employed by portfolio managers to diversify their portfolio and maximize returns. This involves managing currency risk, either actively or passively. For instance, a US-based portfolio manager might invest in Japanese bonds…

Philanthropy Philanthropy plays a pivotal role in the financial planning of many affluent individuals, especially those with high-net-worth. Often, these individuals allocate a significant portion of their wealth to philanthropic causes, sometimes even more than what they leave for their…

Transferring Wealth and Asset Disposition at Death The process of wealth transfer and asset disposition at death is crucial. This involves the movement of assets from the deceased to the beneficiaries. Proper planning is essential to ensure the assets are…

Gifting for Families and Others Transferring wealth process requires a thorough understanding of tax implications, family circumstances, the choice of assets to be gifted, and the structure and recipient of the gift. Estate Planning and Lifetime Gifts Lifetime gifts, also…

Wealth and Income Sources for Public Company Executives Public company executives and traditional wage earners have different sources of wealth and income. For instance, a CEO of a multinational corporation like Apple Inc. typically has a higher base salary as…

Economic Net Worth in Complex Family Situations The wealth management traditionally centers around standard family structures, it’s crucial to acknowledge the intricacies that emerge from non-traditional family structures. These complexities can stem from blended families, previous marriages, cohabitation, and diverse…

International Private Wealth Management International private wealth management is a crucial component of financial planning for individuals and families leading an international lifestyle. This lifestyle could be due to various factors such as personal, health, political, or professional reasons. For…

Performance Evaluation Performance evaluation plays a pivotal role in assessing the effectiveness of investment programs. It is bifurcated into two primary components: performance measurement and performance attribution. Performance measurement quantifies the overall results of an investment program, both in absolute…