Why is it that most family wealth cannot be sustained past the third generation? What is the secret to the wealth of established money that survives for generations.

Migration to New Zealand for high net worth individuals and their families. Visa requirements and tax planning matters to think about before making an application.

How climate risk is likely to affect how wealth creation and preservation. Changes are coming. This article was published in the STEP Journal Issue 2 2024.

Protect your wealth by identifying internal and external risks early. Learn how to navigate climate risk, geopolitical challenges, and secure professional guidance for effective wealth preservation.

Settlor/grantor control over a trust vs trustee independence. How a balance can be struck.