A family office can have exceptional advisers, substantial resources, and a clear mission while still struggling to make progress. Important decisions remain unfinished.

The world economy is growing at its fastest pace since late 2021, every sector is expanding, AI spending is rewriting corporate plans, and the boardroom is starting to price nature. Every morning, family offices face the same question: what changed overnight, and does it matter for a portfolio built

Philip Marcovici spent three decades as an international tax and private-client lawyer in New York, Vancouver, Hong Kong and Zurich. His conclusion is blunt: money does not usually destroy families through markets or taxes.

On its own, a check, even a generous one, doesn't carry the weight of a family's values from one generation to the next; that takes something more deliberate.​

Randy Alcorn's 2011 book asks one question that every family office eventually has to answer: if this wealth was entrusted to us rather than owned by us, what are we supposed to do with it? These are its ten most important lessons, ranked by how much they matter to a multigenerational family, with e

A ranked review of MICHAEL A. COLE’S MORE THAN MONEY (2017) for family offices and UHNW families, with every number checked against what is true in 2026.

October 7, 2026, 11:27 AM ET The ultra-rich have exited the U.K. for tax safe havens. A steel billionaire quit Britain after 30 years for the Alps, and an 88-year-old fled to Monaco. Britain’s ultra-rich are increasingly voting with their feet as a wave of tax changes has left many reconsidering their U.K. residency. It’s estimated that billionaire U.K. residents who have loosened their ties to the country in the past two years—or up and left completely—took around $160 billion with them

Billionaire Ray Dalio at the Forbes Global CEO Conference in Singapore on Wednesday said the AI bubble is reaching the point where it could burst.

A ranked, plain-language review of True Family Wealth: Money, Love, and an Inspired Life (Barlow Books, 2017), with every number checked against current sources and every forecast clearly labelled as one. Clarke wrote the book after three decades of advising wealthy Canadian families.

The most important lesson St. Justina of Padua offers wealthy families is that wealth should serve convictions strong enough to guide its use.

Artificial intelligence adoption begins with a leadership conversation. Before employees decide how to use a new tool, they interpret what its introduction means for their responsibilities, professional standing, and future.

Record clean-energy spending with a deadline attached, a super El Niño that could test the world's supply chains, and a trillion-dollar AI build-out reaching the Gulf. What family offices and UHNW families need to know today, in plain language.

With a code of conduct, the Swiss Single Family Office Association aims to set standards. At an event hosted by UBP and finews in Zurich, representatives from family offices and the financial industry discussed what the code means in practice and why the demands on single-family offices are rising.