archiveWealth Consultant Insider

Why Panama’s Golden Visa Matters to Global Leaders Panama’s residency-by-investment ecosystem sits at the intersection of geography, trade, and tax efficiency, making it particularly attractive for board‑level decision‑makers who think in terms of portfolios, platforms, and long‑term optionality. Positioned as a logistics hub and financial center anchored by the Panama...

Why “Worth It” Means Something Different at $1 Million vs. $7 Million For wealthy investors, the question is no longer whether golden visas exist, but which of the increasingly expensive options actually move the needle on mobility, tax, and risk. A $500,000 allocation is immaterial to a billionaire and material...

In 2017, the business world paused at a shocking statistic: eight men held as much wealth as the poorest half of humanity. By 2026, the picture is even more stark—fewer than 60,000 people, roughly the crowd for a Champions League final, now own three times more wealth than 4 billion...

The Paul Allen Estate’s Quiet Exit: A Defining Moment for $10 Billion+ Wealth Platforms The estate of Microsoft co-founder Paul Allen has sold its stake in Cercano Management, the $10.5 billion investment firm originally spun out of his family office, leaving the adviser fully employee-owned while it continues to manage...

Organizations don’t suffer from a lack of initiatives. They suffer from an excess of them.  New programs aimed at boosting engagement, collaboration, learning, accountability, or performance are introduced all too often. Many are well-meaning and thoughtfully planned. However, over time, most fade away. They add another layer to an already busy environment, becoming just one more...

A Silent Revolution in Who Owns the Money Women are no longer a “niche” in wealth management; they are fast becoming the decisive owners of capital in the United States and globally. Today, women in the US already control more than 10.9 trillion dollars in household financial assets, a figure projected to...

Greece’s new start-up Golden Visa is not an incremental tweak; it is a deliberate shift from passive capital into productive, innovation-led investment. The program aligns residency rights with early-stage financing of tech, tourism, fintech, defence, and other strategic sectors via the national Elevate Greece registry.​ Key strategic drivers for policymakers:...

What “Citizenship by Donation” Really Is Citizenship by donation is a structured, nonrefundable contribution to a sovereign development fund in exchange for full citizenship, usually with no residency, language, or interview requirements. It sits within the broader citizenship-by-investment (CBI) universe but is distinct from real estate, bond, or enterprise routes...

AI in 2025: A Wealth Creation Machine Artificial intelligence did more than dominate headlines in 2025; it rewired how wealth is created at the very top of the global economy. Analysts estimate that AI-linked ventures helped mint more than 50 new billionaires this year, adding hundreds of billions of dollars...

A Billionaire’s Verdict on Britain “Britain has gone to hell.” With that line, Norwegian-born shipping magnate John Fredriksen crystallised what many ultra-wealthy London residents have been discussing privately for years: the UK is no longer the default capital of global capital. His decision to shut his London headquarters, move his...