Managing and investing your wealth

As ultra-high-net-worth families plan for succession and generational wealth transfer, philanthropy can provide a practical way to connect purpose, governance and long-term wealth planning.

Building a family legacy requires more than vision; it also benefits from clear structure. Family offices can translate values into governance frameworks, constitutions and systems that help preserve intent while enabling disciplined execution.

Geopolitical change, regulatory demands and new technologies are reshaping how families steward wealth. Long term continuity may be supported by clarity of purpose, appropriate diversification and the ability to make coherent decisions amid complexity.

Amid what could be the largest wealth transfer in history, family offices face a critical task: preparing younger family members for the responsibilities – and legacy – they will inherit.

As start-ups scale, founders often face a complex journey navigating the shift from concentrated, illiquid wealth to more structured financial planning – balancing growth, liquidity and long-term goals.

Family offices are redefining legacy beyond financial capital considerations, embedding shared values, purpose and long-term intent into governance frameworks, investment decisions and intergenerational stewardship.

For many ultra high net worth individuals and families, yacht ownership sits at the intersection of lifestyle priorities and long-term balance-sheet management.

Italian luxury real estate combines resilient pricing with lifestyle appeal across prime locations shaped by history and understated glamour. We examine why this continues to attract ultra-high-net-worth buyers.

Family offices have historically been well-placed to remain patient and ride out short-term volatility, but even they are contending with the complexity of an increasingly fragmented world.

For internationally mobile clients, cross-border real estate and investment portfolios can create friction at exactly the moment speed and certainty matter most. A coordinated approach can help simplify execution across jurisdiction.

When it comes to achieving multi-generational goals, the ability of family offices to deploy patient capital and take a truly long-term view is critical.

Sports assets are attracting sophisticated investors seeking global opportunities, clear investment horizons and potentially uncorrelated returns – but understanding the risks entailed is crucial.

With valuations rising and new investors entering the market, sports acquisitions demand the integrated balance sheet strength and global reach of a unified cross-bank approach.

Our partnership has conducted eDNA testing in seven Ocean locations. In this report we explain the use of eDNA and summarise our findings so far.

Spain sits at an intersection of global mobility, resilient real assets, long-term capital preservation and security – a combination that continues to draw sophisticated international wealth to its luxury property market.

Arjun Nagarkatti, Head of Private Bank – US & Europe International at Deutsche Bank, explains why, far from being vanity projects, sports investments potentially offer a strategic opportunity for uncorrelated returns.

We explore how integrated banking expertise helped a client secure tax efficient financing for a prime Paris acquisition with a solution built on understanding their full cross-border portfolio and risk profile.

Rising complexity in the family office landscape demands institutional discipline, strategic clarity and cross border expertise in every decision.