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Family and wealth transfer
We write about what we actually work through with clients. How a portfolio is built, what to do when markets fall, how to talk to children about money and what responsible investing really means.
What do we actually pass on to our children?
Families who build wealth over decades sooner or later face the same question. How do you make sure the capital serves not only this generation, but the next one too? The answer does not lie only in the size of the assets or in the right investment strategy.
How to Preserve Family Wealth? 900 Years of British History
Why are some families able to pass on their status for centuries, while other wealth disappears within just a few generations? Research spanning almost 900 years of British history shows that the longevity of family capital rests on foundations far broader than money alone.
Investing for children: how to build wealth and hand it over at the right time
From what age to invest, whose name the account should be in, which instruments and taxes to consider and when to hand the wealth over. Investing for children seen as part of the family wealth.
Women and Investing: Strategy and Intuition Hand in Hand
Women and finance is an increasingly common combination — often marked by discipline, patience, and an ability to think in a time horizon that stretches beyond a single generation.
How Children Grow into Financially Independent Adults?
We often unconsciously pass old money patterns to our children. Many grew up in uncertainty, inheriting their view of money from parents. These beliefs shape how we handle finances – and what we pass on to the next generation.
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