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A luxury asset such as a yacht or a jet, is an investment in lifestyle and life experiences. Every decision matters, whether its budgeting, cash flow planning, tax, financing options, or operations management. Here are some notes to help you navigate each step, so your lifestyle investment is as rewarding as your journeys.
Septermber 2025
High net worth individuals often wonder: What’s the optimal structure for wealth planning—foundation or trust? Today, we take a deep dive into this question, unpacking the key similarities and differences, and shedding light on which option might be better suited for different planning goals.
August 2025
Life insurance is more than just a safety net—it’s a powerful tool for achieving a range of wealth planning goals. Beyond offering protection in times of uncertainty, it plays a pivotal role in tax planning, estate preservation, and providing immediate liquidity to support your loved ones. A well-structured life insurance strategy is a cornerstone of comprehensive financial planning.
July 2025
UAE is experiencing a significant influx of wealthy individuals, with an estimated 9,800 millionaires expected to relocate there in 2025. Immigration, banking, business setup, or simply settling in – there are many considerations for those moving to the UAE. Here are our reference notes on all the essentials to be considered.
July 2025
In 2025, a remarkable 142,000 affluent individuals globally are expected to be relocating, continuing an upward trend in global wealth migration. The UAE continued its position as the top wealth magnet, as it welcomed 6,700 new millionaire migrants in the past year alone. Insights on wealth migration and its implications on those moving.
June 2025
A comprehensive guide crafted as a practical reference for families considering the establishment of a family office. Whether you’re just starting to explore your options or looking to refine your existing structure, this resource is designed to support your journey every step of the way.
May 2025
The UK tax regime is seeing a major shift in key rules around non-UK domiciled individuals (“non-doms”). These changes are likely to have a significant impact on the inheritance tax positions of non-doms as well as UK domiciled individuals who have spent time outside of the UK. We explore the implications of these changes on wealth plans.
April 2025
Insights on how to go about incorporating Shari’a values into your wealth planning, and to create a legacy that harmonizes your financial goals with your core values and beliefs.
February 2025
With ~USD 19.4 trillion set to be passed down globally to the next generation in the coming years, there is a growing focus on wealth transfer. Yet very few make structured plans for it. We explore why planning matters & what’s next.
January 2025
Interesting insights from Jupiter Wealth Advisors’ Head of Wealth Planning, Christopher Shaw, on everything you should know about planning for your wealth
March 2025
Jupiter Wealth Advisors Limited