The evolving toolkit of modern wealth transfer Wealth today isn’t just stocks and real estate. It’s CryptoPunks and Klimts. Domain portfolios and digital wallets. For high-net-worth individuals and families, estate planning has entered a new dimension — one where fine art and digital assets require both legal foresight and strategic creativity. Let’s look at how […]
Estate Planning with Art and Digital Assets Read More »
In the world of private wealth and pre-IPO holdings, illiquidity is often a strength — until you need cash. You may be sitting on a substantial equity position in a company that isn’t publicly traded, or trades thinly on a small-cap exchange. There’s value there — but it’s locked. Traditional banks won’t touch it. Most
Using Illiquid Shares as Collateral: A Case-Based Approach Read More »
Not all loans against public equity are created equal. And if you’re holding a significant position — whether as a founder, early investor, or family office — understanding the difference between a Lombard loan and a single stock loan can reshape your strategy. Let’s break it down without the jargon. The Lombard Route: Conservative, Institutional,
Single Stock Loans vs Lombard Loans: What’s the Difference? Read More »
Private credit was once considered an edge case — a tool for distressed buyers and niche funds. But in 2025, it’s become a central pillar of portfolio strategy for family offices, institutions, and sovereign wealth players alike. We’re seeing the shift up close. Across markets, borrowers are turning away from banks. Regulation, rising rates, and
Private Credit in 2025: Resilience, Liquidity, and Alpha Read More »
Tokenization isn’t just a crypto buzzword—it’s a structural shift in how we own, trade, and unlock value from real-world assets (RWAs). From equity and real estate to art and luxury goods, investors are beginning to tap into liquidity without waiting for a traditional exit. But while the tech has matured, the execution still requires precision,
Tokenizing Real-World Assets: What Investors Should Know Read More »
While downturns may send shockwaves through public markets, they also quietly open windows for strategic, well-collateralized lending. Bear markets create dislocation—and with it, opportunity. For investors, family offices, and private clients with strong collateral, this is often when the best terms are available. Why Bear Markets Work for Lenders Bear markets depress valuations, reduce leverage,
How Bear Markets Unlock Opportunity for Smart Lending Read More »
In wealth management, optimizing tax exposure is often just as important as maximizing returns. For shareholders with concentrated equity positions, stock loans can offer an elegant way to unlock liquidity — without triggering immediate tax liabilities. Unlike traditional asset sales, which typically result in capital gains tax events, stock loans allow borrowers to maintain ownership
Tax Efficiency Through Stock Loans: What You Need to Know Read More »
The traditional lending system — built on slow-moving institutions, rigid credit policies, and lengthy documentation — has long been a barrier for those who don’t fit its narrow mold. In recent years, however, a wave of alternative financial solutions has emerged to challenge this model, offering individuals and companies faster, more flexible, and often more
Alternative Financial Solutions: A New Era for Capital Access Read More »
In today’s fast-moving financial environment, access to capital often determines who stays competitive. For shareholders and asset-rich individuals, the ability to unlock liquidity without selling their holdings has become more than a convenience — it’s a strategic edge. This is where high loan-to-value (LTV), low-interest lending is quietly reshaping the landscape. Traditional lenders, bound by
Unlocking Capital Through High LTV, Low-Interest Lending Read More »
Bitcoin has steadily transitioned from a fringe experiment to a fixture in global financial discussions. Once dismissed as an internet novelty, it now commands the attention of central banks, asset managers, and institutional investors. Its future, while uncertain, continues to captivate. The broader macroeconomic landscape appears increasingly favorable. With global interest rates expected to ease
The Future of Bitcoin: Between Halvings, Hashrate, and Hype Read More »
