Gold has surprised the markets again. After chaining months of sharp falls from the all-time high it set in January 2026, the metal rallied strongly in August: it rose almost 10% in the month and briefly surpassed USD 4,700 per ounce. Behind this turn there are several known factors – weak dollar, geopolitical tension, expectations …
Net worth: what it is, how it is calculated and how to protect it in the long term
When someone asks us for help to understand their net worthalmost never looks for a company accounting formula. You’re looking for an answer to a more uncomfortable question: If you sold everything you owned and paid off everything you owed, how much would you really have left? That figure—and not the one that appears on …
What is wealth management and when to start planning your wealth
Wealth management is often reduced, in everyday conversation, to “investing well.” It is a simplification that leaves out most of what really happens when someone begins to plan their estate: tax decisions, protection against risks, organization of succession and, above all, a overview that no isolated investment can offer on its own. The second question …
Errors when delegating assets
Delegating the management of an estate does not fail because of the fact of delegating, but because of how it is done. The majority of families and businessmen who review their financial situation do not reach that point because they poorly delegated a specific decision, but because They delegated without …
Podcast: markets at peaks and volatility
Jordi Martret, Investment Director of Norz Patrimonia comments on a situation with a lot of volatility and markets at maximums. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 00:04:48 Subscribe: Google Podcasts | Spotify
Multigenerational planning
He 41% of families with relevant assets will face a generational transition in the next decade, and many of them still do not have a structured plan to manage it, according to the report Family Office Insights 2024 from Deloitte. Multigenerational planning is not just about distributing assets: it is …