DANIEL BERICK   As is the case with any sophisticated business enterprise, a family office will have a variety of legal needs to address in the course of its operations, and will need legal advice ...DESIREE LUCCHESE   In a 1970 article in the New York Times magazine, Nobel Laureate and late University of Chicago professor Milton Friedman pronounced that the social responsibility of business ...

NICOLE CONNOLLY   Record-low interest rates and the increasingly uncertain equity market outlook are prompting many investors to seek new ways to generate reliable income returns. One beneficiary ...MUGUNTHAN SIVA   Australian investors generally have significant exposure to the AUD (locally based investments like Australian-based shares, property, infrastructure, fixed income and cash. The ...

DYLAN NAVRA   Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it.ERIKA JONSSON   We all hope that when we've finished our working life, we can retire in comfort. However, the reality for many people, especially women, is very different. While women's participation ...

LINDA BEIDLER-D'AGUILAR   Family offices are generally recognised as integral to the cohesive and coherent management of a family's diverse business interests in tandem with its domestic and personal ...PHILIP DE HAAN   Discretionary trusts are often established with tax issues in mind. However, there is more to discretionary trusts than tax. This article discusses the family law issues associated ...

RHODRI DAVIES   Impact of the US and UK political environments on philanthropy The impact on philanthropy of Brexit, Donald Trump et al. has been felt both directly and indirectly. In terms of ...KERRI MAST   Philanthropy has a significant role in the overall planning picture for many families and can have a number of benefits, such as tax benefits, life satisfaction and the opportunity ...

SEAN ABBOTT   The total or partial sale of a privately held business - also known as a 'liquidity event' - is usually the culmination of years of hard work, considered risk taking ...STUART SHEARY   Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Retiring employees ...

CRAIG ISKOWITZ   When it comes to multifamily offices, single family offices, and ultra-high net worth divisions of large wealth management organizations they tend to be torn between two questions ...PETER WHITEHEAD   Focusing on the purpose of family wealth and what matters most about being a successful family is an extremely valuable exercise. It facilitates many catalysts for clear roadmaps ...

NALIKA NANAYAKKARA   Shifting client demographics and preferences, as well as a flood of new digital offerings, are driving clients around the world to reconsider their wealth management relationships.WEALTH-X *   The significance of women to the wealth management sector is exponential. Now more than ever, women create and control a massive amount of wealth globally, making them an essential ...