Family Office Resources
White Paper: An Examination of the Family Office Model in Major Financial Jurisdictions
This paper discusses family offices from several legal viewpoints and explores laws relating to charity being a normal addendum to the operations of family offices (Offices). It was the intention of this paper to focus on Singapore, Hong Kong and Australia, however, where more extensive (and pervasive or updated) literature was found (e.g. taxation and charity law), this was highlighted using major jurisdictions such as the United Kingdom and the United States. Of course Privacy law could not be examined, in the context of private wealth management, without touching on Switzerland.
Interviewing over 1,200 rich people
Interviewing over 1,200 rich people has taught me exactly how money affects the most important things in our lives.
Credit Suisse Research Institute’s Global Wealth Report 2020
The Credit Suisse Global Wealth Report provides the most comprehensive and up-to-date coverage of information on household wealth worldwide. Last year, total global wealth rose by USD 36.3 trillion and wealth per adult reached USD 77,309, up 8.5% versus 2018. As a consequence, the world has been better placed to absorb any losses from COVID-19 during 2020. However, while events this year caused widespread wealth losses during January–March, these were reversed by June in most countries. Surprisingly, global household wealth is slightly above the level at the start of the year.