How to Avoid the Typical Pitfalls Encountered by Affluent Families
In today’s world, where fortunes can be made and lost within a single generation, it’s really important to understand how to keep a family’s wealth and values intact. Imagine the process of going from earning money to passing it down...
Building a Legacy & Maintaining Family Wealth
In the realm of wealth management, the Endowment Model stands out as a unique and artful approach to preserving family assets. It involves creating a perpetual trust that serves as the foundation for funding essential projects and supporting family members,...
Why Institutional Custody is Important for Digital Assets
What is the benefit of transferring your digital assets from an exchange or cold wallet to institutional custody? Insurance – If you work with us at Digital Ascension Group, you’ll receive the benefits of our relationship with Polysign and Standard...
Family Offices: Maximizing Efficiency and Long-Term Success
“A family office is not just about managing assets; it’s about nurturing and preserving the legacy for generations to come.” Family offices have become a vital component for high-net-worth individuals and families seeking efficient asset management, seamless coordination of affairs,...
Corporate or Private Trustee: Which is Best for Your Family?
“Selecting the right trustee is like entrusting your family’s legacy to a capable captain navigating uncharted waters.” – Trust & Wealth Management Magazine When it comes to establishing a trust for your assets, one of the most critical decisions you’ll...
Best Practices in Making Philanthropic Gifts: Empowering High Net Worth Individuals and Family Offices
Philanthropy holds the power to transform lives and communities, and as a high net worth individual or part of a family office, you have the remarkable opportunity to make a lasting impact. However, navigating the realm of philanthropic giving requires...
The Necessities of Auditing a Family Office
Family offices play a critical role in managing the wealth and businesses of affluent families. However, many family offices often overlook crucial aspects such as family dynamics, alignment of interests, and next-generation engagement. The focus primarily remains on financial management,...
Crafting a Powerful Mission Statement: The Foundation of Your Family Office Success
For any thriving family office, clarity of goals and core values holds utmost significance. Does your family office have a well-defined target? Maybe it’s an aspiration for the highest returns, undeterred by risk, or perhaps a dedicated pursuit of wealth...