IQ-EQ's top 5 private wealth insights in 2020

Top 5 private wealth insights 2020

As the end of 2020 fast approaches, here is a round-up of the top five most-viewed blog posts from IQ-EQ's Private Wealth segment this year.

1. Demystifying family offices

Steve Sokic, Group Head of Private Wealth

As multiple views abound on what the primary function of a family office is, Steve takes a holistic look at these vital vehicles and provides an explainer on what family offices are and what they do.

2. Why family funds make for sound wealth management structures

Bas Horsten, Sales & Business Development Director, Caribbean & Latin America

Families and family assets are increasingly mobile and multi-jurisdictional. Key challenges include ensuring a reasonable return on equity as well as business continuity and sound family governance. There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses. Here, Bas takes a look at the specific merits of a family fund.

3. Securing the family's future: when family offices operate as asset managers

Steve Sokic, Group Head of Private Wealth

Against a backdrop of low yields from bonds and other traditional assets, family offices are adapting to this environment by diversifying their investment portfolios and are increasingly turning to experts for assistance. Steve takes a detailed look at how they are adapting and why expert assistance is proving essential.

4. The Dutch foundation that 'STAKs' up

Arnaud van der Werf, Client Service Manager, the Netherlands

Global wealth structuring for international (U)HNW families involves the use of a number of vehicle types across varying levels within holding structures. Although objectives may differ between families, the most flexible and therefore most common vehicles for wealth preservation and succession are the trust and the foundation. One form of foundation, the Dutch Stichting Administratiekantoor – or STAK – is among the most popular foundations globally. Here, Arnaud explains why.

5. Family office risk management: 6 steps to effective risk mitigation

Stephan Schilken, Director of AIFM and Head of Delivery, Luxembourg

The family office function is evolving, with growing emphasis on institution-like governance. COVID-19 has added further impetus in this regard, particularly in terms of ensuring a proper risk mitigation framework is in place. Stephan shares a holistic risk management approach that family offices may wish to consider as part of their overall wealth stewardship role.