Turning data into insight on successful family offices

 

  Image Original Source: www.centrolaw.ch

The current state of the global economy, rise in inflation, low-interest rates and higher public debts are just some concerns for investment management and wealth planning. Investment success often lies in family offices’ investment strategies and asset allocations. Data about their investment strategies can tell us how they perform investments in private equity and venture capital and achieve outstanding results.

Original Source: https://www.centrolaw.ch/en/insights/detail/turning-data-into-insight-on-successful-family-offices

Comments

Post a Comment

Popular posts from this blog

Inheritance Tax in Switzerland

Image
  Understanding the complexities of inheritance tax is essential for estate planning and passing on your wealth in Switzerland. The assets given to beneficiaries after a person passes away are subject to inheritance tax, also known as estate tax or succession tax. To guarantee a smooth transfer for your successors, it is crucial to have a thorough awareness of the laws and their ramifications. The value of transferred wealth and the relationship between the decedent and the beneficiaries are often considered when determining the amount of inheritance tax that must be paid. Spouses and direct descendants may be eligible for reduced tax rates or full exemptions in some cantons. However, higher tax rates might apply to acquaintances, non-related parties, or distant relatives. Proactive estate planning is necessary to guarantee that your successors receive the most possible and to reduce the burden of inheritance tax in Switzerland . You can get the advice and know-how required to negotia
Read more

Mastering the Art of Wealth Structuring: Your Path to Financial Freedom and Security

Image
Achieving financial freedom and security is a goal many aspire to, and wealth structuring is a critical component in this journey. Unlike generic financial management, wealth structuring is a sophisticated process involving strategic organization and management of substantial wealth.  Understanding Wealth Structuring Wealth structuring consists of organizing and managing your bankable and non-bankable assets to optimize wealth preservation and growth. This process often involves intricate financial planning, tax optimization, and the creation of legal structures such as trusts and foundations. It's tailored to individual needs, considering risk tolerance, investment horizon, and personal financial goals. Critical Components of Wealth Structuring The following areas are usually covered with a comprehensive wealth structure:  Strategic Wealth Planning: The foundation of wealth structuring is a well-thought-out wealth plan. This plan should balance risk and return, diversify investme
Read more