I have been a private banking client for most of my adult life; the annual reviews, the papers with post-it notes, the events I never quite wanted to attend. Through all of it, I never asked what I was actually paying. This article does.
A private banking client for 30 years, I finally asked what I was really paying, Here is the architecture of private banking money flows.
The gap between what wealth-holding families say they want their fortunes to do and what their fortunes actually do is now extensively documented. Since 2018, Dr Bridget Kustin, an economic anthropologist at Oxford’s Saïd Business School, has interviewed family offices across twelve countries.
The first meeting with your wealth advisor deserves more than the usual script, and so does every one after it. What follows is a way to use the time differently: three layers of questions.
Effective capital stewards don’t know all the answers, instead they’re deeply connected.