Author name: Gutenberg Capital

Family offices have been a cornerstone for affluent families with active influence. They have resurfaced to be at the forefront of financial preservation. Guiding many about the presence and importance of having them, with now a massive audience craving financial stability. However, the transformation and the sheer value modern financial services for high-net-worth families bring …

The Evolution of Family Office Services: Why They’re More Essential Than Ever Read More »

Cyber crimes in the United States have been staggering, especially among ultra-high-net-worth individuals.  According to the FBI’s Internet Crime Complaint Center, $1.6 billion of losses are faced by Americans due to online crimes, though the actual number could be much higher due to negligence and lack of knowledge. BEC or Business Email Compromise is one …

What is Business Email Compromise? How UHNWIs Can Protect Their Wealth Read More »

High-net-worth individuals need expertise to suitably handle their income, investments, and assets for maximum tax savings. They face unique challenges that create havoc in managing their wealth. The most critical aspect is managing the complexity of tax liabilities. This is where income tax planning coordination becomes vital, ensuring compliance while maximizing tax efficiency.  Income tax …

Income Tax Planning Coordination: Maximizing Tax Efficiency For HNWIs Read More »

In the larger picture for a multi-family office when it comes to wealth management for influential families, educational planning is a highly crucial point. Ensuring that wealth is served for the welfare of the family and society makes educational planning a great way to foster a culture of learning, understanding, and values. It doesn’t mean …

Multi-Family Offices Integrating Educational Planning for Broader Family Wealth Goals Read More »

Family governance and legacy are highly crucial for any affluent family. The structure of family management and its operation is often required to be privately managed, especially in high net-worth families. Their functionality is often diverse and isn’t effectively manageable personally and professionally. Multi-family office services hence cover such effective requirements for families, allowing them …

Family Legacy and Governance Advisory: Keeping Your Family’s Wealth and Values Intact Read More »

In the developing world of financial advisory services, Independent RIAs are getting significant traction, especially in providing valuable services to High Net-Worth Individuals. In the United States of America, RIAs are highly known to offer transparent and fiduciary-focused financial services and wealth management advisory services. In this blog, we will dive deep into why they …

Independent RIAs: A Transparent and Personalized Approach for High Net-Worth Individuals Read More »