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The BeeWyzer Robustness Score Tool – THE ROBUSTNESS OF YOUR WEALTH

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...

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Merchant banking approach of families of wealth

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...

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Factors to consider when deciding on setting up a Family Office

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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