The wealthy client

Effective Trusts: Minimising Disputes Through Design, Governance and Administration

This Special Report examines the causes of trust disputes and explores the steps that settlors, trustees, beneficiaries and others can take during each stage of a trust’s lifecycle – design, execution, administration and termination – to reduce the risk of sparking a dispute. Filled with real-world practitioner guidance, perspective and insight on issues of critical importance to fiduciaries, trust officials and beneficiaries alike, this Special Report is essential reading.

Publication date: Jul 2022
Price: £125.00



Family Philanthropy

Family philanthropy around the world is a dynamic and important part of the overall social change landscape. This Special Report aims to demystify the topic and presents in a clear and easy-to-understand format the philanthropy choices available to families. It covers a variety of topics including: how families can make decisions about their philanthropy activities; donor advised funds; ways in which families can support cultural organisations, such as museums; and leaving a legacy for the next generations.

Publication date: Jan 2022
Price: £125.00



Family Business and Responsible Wealth Ownership: Preparing the Next Generation

This Special Report aims to develop a shared mindset and better understanding across and between the generations, focusing in particular on matters from the perspective of the next generation. It covers key issues pertaining to the important and often complex transitions that all families face, as well as themes which are highly relevant for wealth and business owning families at a time where there is an increasing focus on responsible capitalism. 

Publication date: Jul 2021
Price: £35.00


Life Cycle of a Family Business

This Special Report is a one-stop collection bringing together a distinguished team of international contributors, each an expert in their respective field with a global reputation, to cover the entire life cycle of a family business. It provides guidance on many of the key issues encountered including governance issues, protecting the family business assets, fostering entrepreneurship and succession planning. 

Publication date: Dec 2020
Price: £95.00



Creating the Trusted Team of Advisers for a Family Business

This special report describes how family businesses can benefit from a high-performing, inter-disciplinary advisory team for trusted advice, with members sourced from different organisations, and who have demonstrably effective processes for looking after an entire family and their business interests. Members of such a team are committed to helping the family achieve success.

Publication date: Oct 2018
Price: £75.00