Regius Magazine

Secondary transactions involve the buying and selling of existing investor stakes in privately held companies. This provides an opportunity for existing shareholders to achieve liquidity, an option that would otherwise not be available. Unlike the more traditional secondary markets that primarily deal with public securities, in the context of venture

First generation families who are in the process of building a family office often receive the same piece of conventional wisdom: that family wealth passes from “shirtsleeves to shirtsleeves in three generations.” A punchier version is also frequently quoted : “Generation one makes it, Generation two spends it, Generation three blows

Trusts have a long tradition as asset-holding vehicles in wealth management and have served many families to preserve, protect, and transfer their wealth. Whenever wealth owners want to ensure wealth continuity over generations, they will likely consider a trust and its benefits an option. While trust laws do not tend