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ADFW International Family Office Congress | ‘Are Families Ready for the Generational Shift? Panel Discussion Key takeaways

ADFW International Family Office Congress | ‘Are Families Ready for the Generational Shift? Panel Discussion Key takeaways

๐—”๐——๐—™๐—ช ๐—œ๐—ป๐˜๐—ฒ๐—ฟ๐—ป๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—™๐—ฎ๐—บ๐—ถ๐—น๐˜† ๐—ข๐—ณ๐—ณ๐—ถ๐—ฐ๐—ฒ ๐—–๐—ผ๐—ป๐—ด๐—ฟ๐—ฒ๐˜€๐˜€ ๐—œ ‘๐—”๐—ฟ๐—ฒ ๐—™๐—ฎ๐—บ๐—ถ๐—น๐—ถ๐—ฒ๐˜€ ๐—ฅ๐—ฒ๐—ฎ๐—ฑ๐˜† ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—š๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฆ๐—ต๐—ถ๐—ณ๐˜? ๐—ฃ๐—ฎ๐—ป๐—ฒ๐—น ๐——๐—ถ๐˜€๐—ฐ๐˜‚๐˜€๐˜€๐—ถ๐—ผ๐—ป ๐—ž๐—ฒ๐˜† ๐˜๐—ฎ๐—ธ๐—ฒ ๐—ฎ๐˜„๐—ฎ๐˜†๐˜€

-> 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

 

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