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
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
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
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
The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows.
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration.
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched Lineage Group, a new Australian advisory firm specialising in working with successful business families.
BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures.
M.H. CARNEGIE & CO. PTY LTD
M.H. CARNEGIE & CO. PTY LTD
Venture capitalist Mark Carnegie was born into a wealthy and successful family and is attune to his exceptional privilege. Here he shares with Elizabeth McArthur his investing philosophy, philanthropic work and why he thinks the smart money is in cryptocurrency.
Square pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ...
As countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ...
For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ...
The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ...