News Archives - Somers Partnership

Why Portugal? Why Family Offices Are Looking Beyond Traditional Wealth Hubs

Over the past eighteen months, one destination has appeared in conversations with increasing frequency. Not Switzerland. Not Monaco. Not Dubai. Portugal. Interestingly, these conversations rarely begin with tax. They begin with uncertainty. Families are asking different questions today than they were five or ten years ago. Rather than simply asking “Where should we invest?” They

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Investing in Your Security: The Case for a Secure Lifestyle

Family Offices, News

Most people who have built significant wealth put considerable thought into protecting it. Structures are put in place, advisors are retained and financial risk is assessed and managed with care. Yet when it comes to personal security – the protection of themselves, their families, their digital life and their reputations – the same rigour is

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Interim Talent is the ‘Talent on Demand’ Strategic Solution for Family Offices in Times of Change

Family Offices, News

There is a longstanding tendency, particularly within family offices, to view interim leadership as a reactive measure. It is often associated with moments of disruption and seen as a temporary solution deployed to stabilise a situation until a permanent appointment can be made. In our experience, this framing is not only outdated, but also limits

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Inheritance Tax Reform and the Acceleration of Succession

Family Offices, News, Newsletter, Wealth Management

When Policy Deadlines Reshape Family Timelines The UK’s evolving approach to inheritance tax, particularly in relation to business and agricultural property relief, has shifted succession planning from a long-term intention to an immediate strategic priority. With thresholds, qualifying criteria and timing changes moving towards implementation in April 2026, many entrepreneurial and landowning families are finding

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When Family Dynamics Go Public: What the Beckham Moment Teaches Family Offices About Succession, Governance and Security

Family Offices, News, Newsletter

Family offices exist to preserve wealth, reputation and legacy across generations. Yet increasingly, the most significant threats to that legacy are not market volatility, tax reform or geopolitical instability, but human behaviour and digital exposure. Recent social media activity involving Brooklyn Beckham, alongside widely reported allegations and tensions relating to his parents, David and Victoria

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Philanthropy and Impact Investing in the Middle East

Family Offices, News

Philanthropy and impact investing in the Middle East have accelerated dramatically in 2025, propelled by the interplay of family offices, regional foundations, and crucial policy developments at both the multi-lateral and international levels. This momentum, which is distinct from Western models, draws its strength from innovative finance, collaborative action, and far-reaching reforms. According to the

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Reflecting on 2025: A Landmark Year for Somers Partnership and Looking Ahead to 2026

Family Offices, News

As 2025 draws to a close, Somers Partnership marks not only the end of another successful year serving family offices around the world, but the conclusion of a landmark chapter in its own history. Celebrating our 20th anniversary has given us the rare opportunity to look back with pride, look around with clarity and look

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NextGen ReGen: Why Christmas Is the Moment Family Offices Should Reflect on Succession

Family Offices, News

Every December, as families gather around tables, revisit long held traditions and create space for slower, more meaningful conversations, something quietly significant unfolds. The end of the year draws people closer, softens the edges of busy schedules and creates the kind of intergenerational proximity that is rare in most months. For family offices, this seasonal

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Images from 20 years of philanthropy at the Somers Partnership

20 Years of Giving Back – The Somers Partnership’s Commitment to Philanthropy

Family Offices, General, News, Uncategorized

As we continue to celebrate our 20th anniversary at the Somers Partnership, it feels only right to pause and reflect on a part of our journey that has brought us immense pride, our collective commitment to giving back. Over the last two decades, our team has dedicated hundreds of hours to supporting causes that matter

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Celebrating 20 Years of Nurturing the Next Generation of Talent

General, News, Newsletter

As we celebrate our 20th anniversary at Somers Partnership, we are taking time to reflect on the many people who have shaped our journey. Over the past two decades, we’ve had the privilege of connecting exceptional individuals with extraordinary opportunities across the world of family offices. Among the achievements we are most proud of is

Celebrating 20 Years of Nurturing the Next Generation of Talent Read More »

Investing in Your Security: The Case for a Secure Lifestyle

Interim Talent is the ‘Talent on Demand’ Strategic Solution for Family Offices in Times of Change

Philanthropy and Impact Investing in the Middle East

Reflecting on 2025: A Landmark Year for Somers Partnership and Looking Ahead to 2026

NextGen ReGen: Why Christmas Is the Moment Family Offices Should Reflect on Succession

20 Years of Giving Back – The Somers Partnership’s Commitment to Philanthropy

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