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

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

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

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

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

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

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

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

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

The comparison between investments in private and public equities has been a prevailing topic in many studies. Read more

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

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

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