By Linda Graham CFP®, Founder, The Legacy Script. It might seem a little absurd that lessons to teach families of substantial means would be in the offing from a children’s author. After all, Dr Seuss was the creator of strange beasts, impossible landscapes and...
The path to advising families on governance, succession, and long-term wealth is rarely linear. In this Q&A, Chad Phillips, Business Development Director at Suntera Global, reflects on a career shaped by military service, family enterprise, and hands-on asset...
By Attila Kadiköy, Founder & Managing Partner at Levantine & Co. (Pty) Limited How a Tax Rule Change Shifts the Conversation For many internationally mobile families, the UK has historically been a land of opportunity, stability and global connection. But...
When we speak of family wealth, we naturally focus on the tangible assets that we can count, value, and report. Families often discuss investment portfolios, operating businesses, trusts, real estate holdings, and governance structures with impressive sophistication...
Cameron Bell, Levantine & Co If you had told me when I was sixteen years old that I would one day be working with wealthy families, discussing intergenerational wealth planning and helping clients navigate increasingly complex financial structures, I would have...
