Ethics & Governance  DANIEL BERICK | FRIDAY, 13 DEC 2019 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 from specialists across a wide range of specific substantive legal areas. ... Read more Philanthropy  RHODRI DAVIES | FRIDAY, 13 DEC 2019 Impact of the US and UK political environments on philanthropy Read more Investment  JASON HULJICH | FRIDAY, 17 JAN 2020 Intense scrutiny of traditional lenders and lending practices post-Royal Commission, combined with a challenging property market, has seen property investors, developers and builders struggle to secure funding from their usual sources. This whitepaper ... Read more |
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Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the lasts UBS Global Wealth Report.
Family office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Further Reading
Cover Story
Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
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