Family Offices in Offshore Tax Havens

This video talks about whether most family offices are based in offshore tax havens or not. It was created in the Cayman Islands while Richard C. Wilson was traveling there to speak at an industry event. Download our free Family Office Report PDF on single and multi-family offices right now by visiting: Keywords: family […]

Ultra-Affluent Clients (Switzerland)

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard talks about what is a ultra-wealthy client, examples of them, and where their wealth typically comes from in his experience. To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for […]