News, Comment & Analysis results for Succession

Trust Estate
14 August 2024

Succession: The Emerging Drama Around The Murdoch Family Trust

An article with international angles, it examines conflicts around the family trust of the media...

Trust Estate
17 June 2024

Advisors Must Practise What They Preach To Clients On Succession

We talk to the CEO of Crestbridge Family Office Services about succession planning within the...

WM Market Reports
8 May 2024

Talent Battle Vexes Family Offices, Many Lack NextGen Succession Plans

A study of family offices – almost of all of which are North American – sheds light on their...

Strategy
1 March 2024

Dynasty Behind UOB Ponders Future Governance – Report

The family that is behind Singapore's UOB, a lender that provides private banking among its suite...

M and A
10 January 2024

Deals Of The Day: The Latest In Wealth Management M&A – Succession Wealth

The latest mergers, acquisitions and corporate actions in the wealth management sector. ...

People Moves
22 November 2023

Succession Wealth Names New Head Of M&A

Succession Wealth makes senior hire, as part of its growth plan after Aviva bought it last year. ...

People Moves
17 October 2023

Who's Moving Where In Wealth Management? – Succession Wealth, MEIRA, Sienna Real Estate

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Wealth Strategies
16 October 2023

WEALTH TALK: Succession Planning: How To Preserve Wealth For Next Generation

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Trust Estate
17 August 2023

The Best of 2023 So Far: Challenges For Multi-Generational Families Over Succession 

The US TV drama, Succession, put the issues of family business transfer and inheritance into the...

Family Office
22 June 2023

Inflation Fears Grab Family Offices' Attention – Study

Yet another study tracking family offices examines what the priorities of these organisations now...

Comment & Analysis results for Succession