ADFW International Family Office Congress | ‘Are Families Ready for the Generational Shift? Panel Discussion Key takeaways
๐๐๐๐ช ๐๐ป๐๐ฒ๐ฟ๐ป๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ฎ๐บ๐ถ๐น๐ ๐ข๐ณ๐ณ๐ถ๐ฐ๐ฒ ๐๐ผ๐ป๐ด๐ฟ๐ฒ๐๐ ๐ ‘๐๐ฟ๐ฒ ๐๐ฎ๐บ๐ถ๐น๐ถ๐ฒ๐ ๐ฅ๐ฒ๐ฎ๐ฑ๐ ๐ณ๐ผ๐ฟ ๐๐ต๐ฒ ๐๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐ฆ๐ต๐ถ๐ณ๐? ๐ฃ๐ฎ๐ป๐ฒ๐น ๐๐ถ๐๐ฐ๐๐๐๐ถ๐ผ๐ป ๐๐ฒ๐ ๐๐ฎ๐ธ๐ฒ ๐ฎ๐๐ฎ๐๐
-> Beyond Capital โ in the current context, wealth protection goes far beyond capital. Families want to ensure continuity, preserve reputation, values and intergenerational cohesion.
-> Stability, Reputation; and Convenience too โ Core factors considered by modern multi-hubs families when choosing where to base their core wealth and governance structures? Stability & predictability of regulations, reputation & privacy, and increasingly, convenience & ease of use โ How digital is your government?
-> Flexible & versatile โ Jurisdictions with the most momentum? Wealth Management ecosystems built around family autonomy, light-touch regulations and private governance, and enabling flexible structures that can be tailored to asset allocation strategies.
A big thank you to the ADGM for another spot-on forum, and to Patrick Stauber, Group CEO at MARCUARD HERITAGE, Diana Hamade, Managing Partner of Diana Hamade Attorneys at Law, and Francesco Grosoli, CEO at CMB Monaco, for contributing inspiring insights.
For additional details and discussions, visit theย full post on LinkedIn


