Communications & Marketing  NALIKA NANAYAKKARA | FRIDAY, 13 SEP 2019 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. Read more Trust & Corporate Services  LINDA BEIDLER-D'AGUILAR | FRIDAY, 16 AUG 2019 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 affairs, and this article examines here the opportunities afforded by the ... Read more Philanthropy  KERRI MAST | FRIDAY, 18 OCT 2019 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 to pass values to the next generation. These benefits are relevant regardless ... Read more Investment  MARCIO BORGORICIN | FRIDAY, 18 OCT 2019 Real estate continues to be a core feature of families' investment portfolios globally. The opportunities for capital preservation and wealth creation, along with the fact that these families often have a business background in property or property-related ... Read more  ROBERT STEWART | FRIDAY, 15 NOV 2019 Seasoned investors understand that returns are a function of both beta and alpha. Beta being the component of returns derived from the benchmark return and alpha being returns generated over and above (or below) the benchmark return. The difficulty ... Read more |
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Geopolitical uncertainties are forcing family offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey.
Labor proposes changes to ancillary funds
Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years.
Australia's billionaire boom branded 'morally wrong' by Oxfam
The ranks of Australian billionaires have more than doubled over the past decade, accumulating wealth at $137 million per day on average - $95,000 per minute, according to Oxfam Australia. Its acting chief executive Christina Muli described this as "morally wrong."
Ironbark acquires family office firm
Ironbark Investment Partners has expanded its wealth business with the acquisition of a high-net-worth and family office firm.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
Expert Feed
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Philanthropic giving, a cornerstone of societal progress, continues to transform. High-net-worth families, increasingly driven by a desire for tangible ...
The great unlock?
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A living legacy: Gifting and giving
As financial advisers, we spend years working closely with clients to help them build a portfolio of wealth.
