When it comes to wealth preservation, one of the biggest challenges facing matriarchs and patriarchs is how to overcome generational changes while preserving the family, its patrimony and their harmony.

Environmental, Social and Governance (ESG) factors have been making headlines for a number of years, but a lot of opaqueness around what and how it is incorporated into the investment industry still persists today.

International financial sanctions have existed for many decades but were dramatically altered following the events of 9/11 to become the far more targeted ones we have today.