Family offices

ESG & responsible investing

Sustainable investments could make up majority of global private wealth portfolios in coming years, finds report

Sustainable investments could make up majority of global private wealth portfolios in coming years, finds report

The world’s wealthiest individuals, family offices, and foundations, are preparing to plough billions of dollars into sustainable investments over the coming years, as they increasingly view addressing climate change as both a social responsibility and an attractive investment opportunity.

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East to West: Lessons from the global generational wealth transfer

East to West: Lessons from the global generational wealth transfer

By Max Eppel, CEO at McFaddens & Co – The “Great Wealth Transfer” is well and truly upon us, and the variety of issues surrounding everything from succession planning to generational friction on how to invest for future growth, or wealth preservation has been thrust into the mainstream. It is certainly top of mind to many of our clients, and they are looking to us for unique solutions and advice.