JBI Wealth Opens New Research and Development Center in Silicon Valley
JBI Wealth is proud to announce the opening of its new Research and Development Center in the heart of Silicon…
January 23, 2025
Philanthropy for the Next Gen: Combining Purpose with LegacyAs wealth transitions to the next generation, engaging young heirs in philanthropy is becoming a crucial aspect of family legacy...
January 23, 2025
Navigating Social Media Risks: Protecting Family Wealth Online
Social media has become a powerful tool for connecting with the world, but it also presents significant risks, particularly for wealthy families. Oversharing, cyber threats, and reputation damage can jeopardize not only personal privacy but also family wealth and legacy....
January 23, 2025
China’s Economic Rebound: Should You Invest?Social media has become a powerful tool for connecting with the world, but it also presents significant risks, particularly for...
January 23, 2025
Interest Rate Hikes: Timing Your Investment MovesCentral banks around the world are hiking interest rates faster than expected, creating a ripple effect throughout global markets. In...
January 23, 2025
US Dollar Surge: Impact on Emerging Markets
The recent surge in the US dollar has created a dynamic shift in global markets, particularly impacting emerging markets. As the US dollar strengthens, it brings both risks and opportunities for investors. Understanding how to adjust your portfolio in response...
January 23, 2025
Tech-Savvy Heirs: Leveraging Digital Tools for Wealth ManagementNext-gen heirs are digital natives, accustomed to managing their lives through apps and digital tools. As they inherit family wealth,...
Weekly Macro Minutes
Investment Themes and What Moved the Market This Week
January 24, 2025
ESG Investing in a Volatile Market
ESG (Environmental, Social, and Governance) investments are rapidly gaining traction as investors seek to align their financial strategies with ethical…
Next Gen Heirs
Guided Education Journey
January 24, 2025
The Importance of Family Governance: Keeping Heirs Aligned
Family governance plays a crucial role in maintaining wealth across generations, ensuring smooth transitions and minimizing conflicts among heirs. Establishing…
January 24, 2025
Sustainable Investing: Aligning Family Values with Wealth
As wealth transitions to the next generation, sustainability has become a key priority for heirs who seek to align their…
