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 | Feb 14, 2025 | Press Release
Following a landmark year of major elections in 2024, global markets have experienced heightened volatility and investor uncertainty. The International Monetary Fund (IMF), among other reputable sources, has reported increased fluctuations in capital flows and asset...
by iom | Oct 30, 2024 | Isle of Man
The Isle of Man Indaba, in collaboration with the South African Chamber of Commerce UK and Finance Isle of Man, will host a topical event in London under the theme “Cross-Border Clarity: Practical Insights in Uncertain Times.” With 2024 proving to be more than just an...
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...
