Resources

Over the years family offices have grown in popularity. Along with this popularity, the traditional views and structures of family offices have changed. These private Offices offer the flexibility of numerous different structures that meet a variety of different needs. This course explains the growth and evolution of the family office concept from Australia into Hong Kong and Shanghai across jurisdictional, legal and regulatory definitions focuses on the scalability between single family offices and virtual family offices. The speaker will also provide his own experiences and insights regarding family offices. Mr. Geary holds a Master’s degree in finance, is completing a Masters’ degree in business law and was nominated for ‘Best Family Office Offering 2014’ by Private Banker International.
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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.

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The Major Domus Win a trip to Monaco draw (the “Draw”) is conducted by Major Domus, level 8, 88 Gloucester Road, Hong Kong (“Major Domus”) and is open to all persons who answer the questions and fill in their personal details.
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A corporate executive was offered early retirement with a severance package paying his full salary for 1 year. He was given 2 options for his pension account 1) Lifetime annuity paying income 2) Lump sum distribution.
The clients didn’t fully understand the ramifications of each option, so they pursued guidance in making the decision. Based on family medical history, it was highly plausible that the wife would outlive her husband.

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The senior leadership of Compass Health Advisors created a transformational, cloud-based, software tool designed to improve cost, transparency, and patient engagement within the healthcare industry. The Company achieved strong traction with many prominent insurance networks, but recognized they required a catalyst to fully capture the market opportunity.
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Interviewing over 1,200 rich people has taught me exactly how money affects the most important things in our lives.
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The Credit Suisse Research Institute’s Global Wealth Report is the most comprehensive source of global household wealth information. It analyzes wealth held by 5.0 billion adults across the globe, from the least affluent to the wealthiest individuals. Now in its ninth edition, the report includes a focus on female wealth holdings, in particular on gender differences with males.
The ninth edition of the Global Wealth Report published by the Credit Suisse Research Institute provides the most comprehensive and up-to-date source of information available on global household wealth. During the twelve months to mid-2018, aggregate global wealth rose by $14.0 trillion (4.6%) to a combined total of $317 trillion, outpacing population growth. Wealth per adult grew by 3.2%, raising global mean wealth to a record high of $63,100 per adult. The US contributed most to global wealth adding $6.3 trillion and taking its total to $98 trillion. This continues its unbroken run of growth in both total wealth and wealth per adult every year since 2008. Unsurprisingly, China is now clearly established in second place of the world wealth hierarchy. The country overtook Japan with respect to the number of ultra-high net worth (UHNW) individuals in 2009, total wealth in 2011 and the number of millionaires in 2014.

This year’s report also provides new insights on female wealth holdings. Women now account for an estimated 40% of global wealth overall and their share of wealth has grown considerably throughout the 20th century. The report explores global variations in female wealth accumulation, along with differences in portfolio composition, risk aversion and the impact on female Millennials.

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