Taxation & Estate Planning DAVID BOKMAN | FRIDAY, 18 MAY 2012 While many talented wealth management professionals spend an extraordinary amount of time and effort designing elegant, tax-efficient estate plans, they often fail to assist clients with the sensitive task of discussing the plans with the clients' families. ... Read more Ethics & Governance TIM GULLIFER | FRIDAY, 18 MAY 2012 Among high net worth families and family offices, the topic of governance often comes up. While the concept of governance, and the issues associated with it, is widely understood in a business setting, its significance can be more difficult to envision ... Read more Family Office Management GREGORY CURTIS | FRIDAY, 18 MAY 2012 Over the past decade, and accelerating rapidly in the last few years, the so-called 'outsourced Chief Investment Officer' model for delivering financial advice has grown very rapidly. In the experience of many advisers, client requests for discretionary ... Read more STEPHEN BOURKE | FRIDAY, 18 MAY 2012 We are sitting on the crest of a wave of intergenerational wealth transfer - the estimates are in the trillions. However, many families are concerned that the transmission of wealth to the next generation can give rise to difficulties when the next ... Read more KEITH BETTY | FRIDAY, 18 MAY 2012 Many of the fundamentals of cashflow management apply equally to listed companies, small businesses, families of wealth and each of us personally - the adage of 'asset rich but cash poor' has often been, and will continue to be, the precursor ... Read more DAMIAN GRAHAM | FRIDAY, 18 MAY 2012 Working with executives and high net worth clients requires a specific level of advice and standard of service offering. Not only do these clients often come with highly complex financial needs, but they also expect a certain offering from any professional ... Read more Philanthropy PETER WINNEKE | FRIDAY, 18 MAY 2012 Many would agree that one true test of a civil society is how we treat those less fortunate than others and our not-for-profit (community) organisations. Do we assist in building up their organisational capacity so that they can thrive and achieve their ... Read more TABITHA LOVETT | FRIDAY, 18 MAY 2012 The majority of clients consulting financial planners will have some personal experience with charitable giving through fundraisers and making donations to charities they support, but may like to accomplish more than they already do through their philanthropic ... Read more Investment KRIS VOGELSONG | FRIDAY, 18 MAY 2012 Families of wealth have a unique set of investment management needs, and family wealth dynamics. While no two families are alike, common characteristics for families of wealth often include: the multi-generational time horizon of their investment activities ... Read more MARTIN SCOTT | FRIDAY, 18 MAY 2012 The comparison between investments in private and public equities has been a prevailing topic in many studies. Read more GEORGE BOUBOURAS | FRIDAY, 18 MAY 2012 Your asset allocation is your core driver of performance through your life cycle, or for an endowment / Not for Profit style fund, through many economic cycles. It is no surprise that the appropriate asset allocation will differ for most investors ... Read more MICHAEL DALE | FRIDAY, 18 MAY 2012 Bob Dylan was ahead of the times when he wrote his hit single and album in 1964 -- The Times They Are a-changin'. In the current investment climate, one thing is certain: the times they are a-changin'. Four years ago, 'income' was a ... Read more Technology CHRIS SCHMUTZ | FRIDAY, 18 MAY 2012 Family offices are a growing force in the international investment community. The number of ultra high net worth families around the world has proliferated as the wealthy in developed countries accumulated assets during the recent boom years, while ... Read more |
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Forrest family office execs open new shop
|New corporate advisory firm Famille Capital will hire more staffers to work on deals, investments, advisory, life and legacy.
SPAC acquires Australian Food & Agriculture
A Nasdaq-listed firm is set to acquire the Australian Food & Agriculture Company (AFA) for $780 million, the majority of which is owned by members of the Bell family and Alastair Provan.
Australia a 'regional private wealth hotspot': Preqin
Australia is a top regional private wealth hotspot, with the greatest proportion of investors, many of whom are looking to alternatives, according to a Preqin report.
Family offices face more complex challenges: Ocorian
Family offices are becoming more professional, but they face significant challenges, particularly with regulation and compliance, according to an international study by Ocorian.
Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
