Emerging Wealth Management Trends Among HNWIs: Insights from the DBS Survey
In 2026, the global economic landscape remains marked by uncertainty. Geopolitical developments, interest rate cycles, market volatility and technological transformation continue to shape investment decisions, prompting high-net-worth individuals to reassess their wealth management priorities. Amid increasingly challenging market conditions, the pursuit of wealth growth has not diminished. Rather, investors are becoming more disciplined, placing greater […]
The Rockefeller Family’s Seven-Generation Legacy: Wealth Can Be Created, but Succession Must Be Designed
For many entrepreneurs, building wealth is the result of decades of dedication, perseverance and hard work. The growth of a business, the accumulation of a lifetime of achievements and the efforts of one generation can gradually create substantial family wealth. Yet when we look around the world, only a handful of families have successfully navigated […]
Invited to Speak at Wuxi Legal Seminar: Exploring New Frontiers in Cross-Border Wealth Succession and Family Governance
On 29 July 2026, the legal seminar titled “Bridging Wuxi and Hong Kong Through Law: Safeguarding Family Legacies (法潤錫港·護航家業)” was successfully held in Wuxi. Jointly organised by the Wuxi Lawyers Association (無錫市律師協會) and the Wuxi Foreign-Related Legal Services Centre (無錫市涉外法律服務中心), the event brought together legal professionals to exchange insights on business succession, family wealth management […]
Planning Ahead Under the New Offshore Trust Tax Rules: How Should High-Net-Worth Families Prepare for the Future?
On 24 July 2026, the Ministry of Finance and the State Taxation Administration jointly issued the Announcement Regarding Individual Income Tax Matters for Offshore Trusts, together with an accompanying policy interpretation document. The new guidance further clarifies the individual income tax treatment applicable to resident individuals and related parties when using offshore trusts for asset […]
When Wealth Succession Becomes a Long-Term Endeavour: From Intention to Execution, How Should High-Net-Worth Families Plan for the Future?
In March 2026, Julius Baer published its guide, How to Plan Your Succession and Wealth Transfer. The guide highlights that wealth succession is not a one-time legal arrangement or a simple distribution of assets, but a long-term undertaking that requires ongoing planning, continuous implementation, and periodic adjustment. For high-net-worth families with cross-border assets, family businesses, […]
Wealth Is Transitioning, the Rules Are Changing: Who Is Preparing for the Next Generation?
Over the past two decades, wealth in Asia has accumulated at an extraordinary pace. Today, however, a far more profound transformation is quietly unfolding—wealth is changing hands. Research by McKinsey indicates that between 2023 and 2030, approximately USD 5.8 trillion in wealth will be transferred across generations in the Asia-Pacific region, making it one of […]
The Critical Moment in Wealth Transfer: Bridging the Gap Between Intentions and Action
Against the backdrop of an evolving global wealth landscape, Asia is entering an unprecedented phase of intergenerational wealth transfer. The HNW Legacy Planning Report published by HSBC Life in March 2026 draws on insights from more than 900 high-net-worth individuals across nine markets in Asia and the Middle East, providing a comprehensive view of behavioural […]
From Education to Legacy: The Evolving Wealth Planning Logic of Affluent Families
In today’s rapidly evolving wealth management landscape, affluent families are shifting their perspective on wealth from accumulation to continuity. This transition is reflected not only in growing asset bases but also in a more structured approach to time horizons, wealth architecture, and the long-term development of the next generation. The DBS Treasures Affluent Family Survey […]
Opportunity in the Reconfiguration of Global Wealth: Hong Kong and the Evolving Role of Family Offices
Against a backdrop of shifting global economic dynamics and geopolitical realignments, wealth is no longer defined solely by scale. It is increasingly shaped by its structure, flow, and the sophistication of its management. For high-net-worth individuals and families, the main challenge today extends beyond individual investment decisions to building resilient and sustainable wealth frameworks amid […]
Partnering with Shanghai Zhenya Law Firm to Build an Integrated One‑Stop Service Ecosystem
On 15 May 2026, Grandtag Financial Group (“Grandtag”) and Shanghai Zhenya Law Firm officially held a strategic cooperation signing ceremony. The agreement marks the beginning of a deeper collaboration between the two firms across cross‑border wealth management, legacy planning, and asset protection. Together, both parties will work towards building an integrated “Wealth + Legal” one‑stop […]