“How is this all going to end?” When observing the current global climate, that is the multi-trillion-dollar question. Yet, for ultra-high-net-worth families and their advisors, long-term wealth preservation is all about thorough preparation.
In this replay of our May Roundtable, expert panelists from national intelligence, risk advisory and global investment strategy break down what structural geopolitical fragmentation actually means for wealth continuity. The panel moves past standard market soundbites to examine how interconnected global variables are actively reshaping the risk profile for family offices.
The discussion covers:
- What structural geopolitical fragmentation means for the conflict in Ukraine, maritime trade in the Strait of Hormuz and China’s long-term global ambitions.
- How massive capital expenditures on computing infrastructure and shifting energy dependencies impact inflation, interest rates and equity markets.
- Practical asset allocation considerations for family offices, including the limitations of traditional bond ballasts and the role of alternative strategies amid market uncertainty.
Panelists: Eddie Marshall (Presage Global), Ted Gistaro (Senior US Intelligence Community Leader) and Michael McGowan (Pathstone).
To access the full replay, available to UHNW Institute members, visit our Resource Library here or the event’s dedicated member portal page here
