Wealth Beyond the Portfolio

This piece highlights the growing gap between how ultra-high-net-worth families manage financial assets versus their physical wealth—such as homes, collections, and staff—which often lacks structure and governance. As tangible assets increase in complexity, families face operational inefficiencies, knowledge gaps, and heightened risk exposure. This evolution is particularly critical in the context of the upcoming generational wealth transfer, where operational readiness will play a key role in preserving and managing these assets effectively.