What does a 19th century novel about passion and revenge on the Yorkshire moors have to do with your investment accounts, your retirement planning, and your children's financial future? Discover how this haunting classic reveals the hidden dangers of generational wealth without governance, structure, or values to guide it. In this article, I will show you how Wuthering Heights reveals what happens when wealth transfers without preparation, why governance matters more than p

Each year, the UBS Billionaire Ambitions Report provides a rare, data-driven window into how the world’s wealthiest families build, preserve, and transfer wealth. The 2025 edition is particularly instructive, not because the numbers are larger than before, but because the report captures a moment of transition. Wealth is no longer described simply as a personal achievement or financial outcome. Instead, it is increasingly framed as a long-term family system, shaped by decisio

UBS’s Global Family Office Report 2025 captures insights from 317 family offices managing an average of USD 1.1 billion each. It reveals that wealthy families are holding steady amid global volatility, shifting more toward developed market equities, private debt, and healthcare or AI-driven investments. The biggest concern for 2025 is a potential global trade war, yet most family offices maintain a long-term, “all-weather” approach.