Monthly composite case files: a family, its banks and entities, what was wrong, what it cost and what the fix looked like. Fictional, technically exact.https://private-wealth-advisory.com/enhttps://private-wealth-advisory.com/case-files/case-014-founder-four-banks/https://private-wealth-advisory.com/case-files/case-014-founder-four-banks/A founder sold his software company, spread tens of millions across four banks and eleven entities with no consolidated reporting, and could not say what he owned.Sat, 03 Oct 2026 00:00:00 GMThttps://private-wealth-advisory.com/case-files/developer-no-ledger/https://private-wealth-advisory.com/case-files/developer-no-ledger/A property developer asked to move to Dubai for tax. The real problem: nine SPVs, six lenders, no balance sheet, and millions lost to rushed sales and late tax.Sat, 03 Oct 2026 00:00:00 GMThttps://private-wealth-advisory.com/case-files/land-physical-assets-family-wealth-succession-case-studies/https://private-wealth-advisory.com/case-files/land-physical-assets-family-wealth-succession-case-studies/Why wealthy families lose control of land, estates and physical assets — and how governance, analytics and succession planning protect them.Fri, 05 Jun 2026 00:00:00 GMThttps://private-wealth-advisory.com/case-files/case-study-private-wealth-advisory-wealth-analytics/https://private-wealth-advisory.com/case-files/case-study-private-wealth-advisory-wealth-analytics/A UHNW client with top private banks had no consolidated view of his wealth. How independent advisory revealed hidden risks, fee duplication, and freed capital.Sat, 30 May 2026 00:00:00 GMT