In This Edition — Capital Under Pressure
Cross-Border Legal & Tax — The Growing Strategic Challenge for UK Family Offices and Wealth Owners
Private capital is entering its most structurally uncertain decade in a generation. Family offices and internationally active investors are reassessing liquidity, jurisdictional exposure, tax positioning and geopolitical risk simultaneously. This edition examines how sophisticated wealth structures are adapting to inflation persistence, regulatory pressure, political fragmentation and the repricing of global capital markets.
Family Governance
Families On The Move: Why Dispute Resolution Must Become Part Of The Wealth Planning Conversation
The past few years have seen unprecedented movement of UHNW families. But internationally mobile families carry their disputes with them, and despite the extensive planning that goes into these moves, the implications for dispute resolution mechanisms are often overlooked. Victoria Pigott, Chair of Mishcon Private, on jurisdictional fragmentation, the sovereign portfolio, cross-border enforcement, and why conflict resolution must be treated as a core planning discipline rather than an afterthought.
By Victoria Pigott · Partner, Mishcon de Reya LLP
Read Full Article →Family Business
Succession Isn't an Event. It's a System.
Why successful generational transitions are built on structure, communication and repeated practice — not one-off documentation exercises.
By James Hamilton & Steven Haywood · Partners, Mishcon de Reya LLP
Read Full Article →Family Office Q&A · Meet the Speaker
Patrick Knodel — Purpose, Capital and the Case for Radical Positive Innovation
Patrick Knodel (Founder, ChanceMaker Foundation; Managing Partner, INNOVATION for IMPACT GmbH) on the reality that reshaped his thinking, why impact must be structurally embedded in the business model, and why the time for cautious evaluation of impact investing has passed. Ahead of his appearance at the UK Family Office Summit Oxford 2026.
A Family Office Q&A with Patrick Knodel · Founder, ChanceMaker Foundation
Read Full Article →Estate Planning
Protecting Family Wealth: an Introduction to Trusts and Family Investment Companies (FICs)
Trusts and Family Investment Companies (FICs) each offer distinct advantages for control, wealth protection and inheritance tax planning. Alisa Morrison (Stephens Scown LLP) introduces both structures — privacy, taxation, periodic charges, holdover relief and the shift from beneficiary to steward — in the context of the Great Wealth Transfer.
By Alisa Morrison · Solicitor, Stephens Scown LLP
Read Full Article →Philanthropy
As Advice Becomes More Fragmented, Philanthropy Can Bring It Together
Philanthropy is not a niche interest — 86% of HNW individuals already give to charity. Joe Crome (Charities Aid Foundation) on why philanthropy deserves a permanent seat at the wealth-planning table, and why firms that offer it deepen client relationships and retain more assets.
By Joe Crome · Head of CAF American Donor Fund and Business Development, Charities Aid Foundation (CAF)
Read Full Article →Legal & Tax
Why Cross-Border Legal and Tax Planning Matters More Than Ever for Internationally Mobile Wealth
As globally mobile wealth becomes increasingly international, cross-border legal and tax planning is emerging as one of the most important considerations for family offices and private wealth owners.
By Della Burnside & Yolanda Perez Berges · The Burnside Partnership Solicitors Limited
Read Full Article →International Planning
The Malta Global Residence Programme: A Strategic Response to Cross-Border Challenges for UK Family Offices
How Malta's Global Residence Programme is being used by internationally mobile UK families navigating the post non-dom landscape.
By Dr. Stephan Gauci · Managing Director, Phoenix Wise Solutions Limited
Read Full Article →Alternative Investments
Capital with a Compass: How the Gulf Is Rewiring Global Private Markets
A fable about a fox and a stork explains why global capital that arrives in the Gulf speaking only its own language goes home hungry — and why sukuk, Shariah-compliant structures and nation-building priorities now define how capital should be deployed.
By Laura Merlini, CAIA, CIFD · Managing Director, EMEA, CAIA Association
Read Full Article →Private Markets
Evergreen Funds: Why Liquidity Pressures Aren't Deterring Family Offices
Recent redemption gates in U.S. non-traded BDCs and private credit vehicles have raised questions about semi-liquid structures. Family offices remain unfazed — evergreen funds align with the way long-term private capital is actually managed.
By Stuart Pinnington · Global Head of Asset Owners, IQ-EQ
Read Full Article →International Planning
Hong Kong's ORS Pension Plan: Facilitating Cross-Border Legal and Tax Structuring in a Post Non-Dom Era
How Hong Kong's Occupational Retirement Schemes are being deployed inside modern cross-border wealth structures for internationally active families.
By Shane F. Weir · Partner, Weir & Associates
Read Full Article →Future Technologies
Beyond Fusion: Why High-Temperature Superconductivity Could Become Britain's Next Strategic Technology
David Kingham, Founder of Tokamak Energy, on why high-temperature superconductivity — the technology enabling fusion — may prove just as economically significant in its own right, with substantial markets today, well before commercial fusion reaches the grid.
By Dr David Kingham · Founder, Tokamak Energy Ltd
Read Full Article →Risk Management · Advertorial
Do You Understand How Your Financial World Behaves Under Stress?
Independent financial risk analysis for individuals, families and complex financial structures.
By Martin Brennan · Founder, Brennan Risk Intelligence
Read Full Article →Investment Analytics · Advertorial
The Performance Number That Tells You Nothing
Why the +7.2% in your quarterly report describes a portfolio you don't actually own — and what an honest number would look like. Written in partnership with Greenlock AG.
In partnership with Greenlock AG
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