by iom | Aug 12, 2025 | General, Isle of Man, Press Release, Wealth Planning
Deciding what should happen to your wealth after your death is never easy. Every wealth creator has options when planning the future of their accumulated wealth: Live a lifestyle whereby every penny earned is spent. Create an estate plan whereby the next generation...
by iom | Aug 12, 2025 | General, Isle of Man, Press Release, Wealth Planning
Maya Angelou once said, “If you are going to live, leave a legacy. Make a mark on the world that cannot be erased.” Sustainable wealth succession embodies the legacy a wealth creator imparts to their family and communities in which they operate. Additionally, it...
by iom | Oct 12, 2023 | Investment Management
I have been working at Capital International Group for over a year now and admittedly, it’s been a fairly sharp learning curve. After initially being dropped in at the deep-end, I now know the offshore market in South Africa inside-out, so when I recently caught up...
by iom | Aug 21, 2023 | Investment Management
By Boston Multi Family Office More than 90% of wealthy families will fail to transition their wealth past the third generation. This fundamental truth seems to transcend both time and cultural boundaries. The Chinese proverb “rags to rags in three generations” says...
