How eligible foreign pensioners relocating to qualifying municipalities in Sicily, Sardinia, Puglia, Calabria, Campania, Basilicata, Abruzzo and Molise, as...
October 9, 2026
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Building substantial wealth is a remarkable achievement. Preserving that wealth across multiple generations is often an even greater challenge. Recent research suggests that many family offices…
Private foundations often enter the conversation when wealth, philanthropy, and succession begin to overlap. The first questions are usually practical. Can a foundation preserve a charitable…
Major tax proposals often make headlines, but they also highlight a broader reality: wealth has become increasingly mobile, while tax and residency rules continue to evolve.…
Among ultra-high-net-worth families, few wealth-planning concepts have attracted as much attention as the so-called "Buy, Borrow, Die" strategy. While the phrase may sound provocative, it describes…
After several years of subdued listing activity, global IPO markets are showing renewed signs of life. Much of the attention has focused on artificial intelligence, semiconductors,…
July 14, 2026
Relocating to Switzerland is often part of a broader life decision involving lifestyle, family, and long-term planning considerations. For internationally active individuals and families, Switzerland offers…
Across the United States, several states and jurisdictions have explored proposals aimed at increasing taxes on very high-net-worth individuals. These initiatives, often referred to in media…
July 14, 2026
Why is moving abroad more complex than it seems? For many Americans, relocating abroad is increasingly part of a broader lifestyle, diversification, or geopolitical strategy. However,…
Recent reports from the Boston Consulting Group (BCG) indicate that Hong Kong has narrowly surpassed Switzerland in total cross-border wealth assets under management for the first…
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