Financial Planning for private wealth has been around for some decades now and has certainly done a lot of good: people started to treat their personal finances with more care, applying a systematic approach and the concentrated knowledge of trained advisors.
It always starts with a wealth...
In the last decades, interest rates have only shown one direction – alongside inflation rates they have moved south. Until they tipped the bottom at zero or even in negative figures.
Now for the first time, inflation is on the screen again with prices in some commodities picking up and...
Impact investing is finally coming to Germany and Europe, after it existed for some time in the Anglo-Saxon world. The GIIN (Global Impact Investing Network) defines: “Impact Investments are investments made with the intention to generate positive, measurable social...
Everybody wants his wealth to be organized in a sustainable way. And when I use the term sustainable, I mean two things: Investments obviously should contribute to making this world a better place and investments should be structured as to withstand external shocks.
Diversification is usually the...
Is a Family Office today, what a Merchant Bank was in the past ?
Let me explain: In former times, the Anglo-Saxon merchant banking institutions, run by entrepreneurial families like the Rothschilds or the Warburgs, were traditionally combining private and institutional banking services for their...
People often ask how big the wealth should be for a Family Office to make sense. In the EY Family Office Guide, written some time ago, the team decided that a level of USD 200m would be the minimum for a Family Office. But other sources state higher values around for example USD 500m. A decision...
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