Family Office Management  PETER PONTIKIS | FRIDAY, 12 JUN 2020 Single family offices (SFOs) are designed to centralise the management of significant family fortunes in excess of $30-50 million, though overseas experience tends to suggest that for the office to be effective on its own, that figure should be a minimum ... Read more Philanthropy  JOHN MCLEOD | FRIDAY, 17 JUL 2020 This report attempts to estimate the outlook for philanthropy and volunteering in Australia during the unprecedented combination of a major economic downturn and a significant global health crisis. We have looked at the past reactions of individuals ... Read more Taxation & Estate Planning  SABIL CHOWDHURY | FRIDAY, 17 JUL 2020 An employee share scheme is often the single most important source of wealth generation for an executive over their working life. Employee share schemes come in different forms with different potential outcomes. It is critical for executives to maximise ... Read more  LETTY CHEN , ROBYN JACOBSON | FRIDAY, 14 AUG 2020 Recently enacted legislation has extended the director penalty rules to include goods and services tax (GST), luxury car tax and wine equalisation tax. For tax quarters commencing from 1 April 2020, a company director becomes personally liable for these ... Read more |
Latest News
Australian investors loyal to wealth managers - until they're not
Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report.
Family offices to splash cash in APAC
Most family offices intend to boost their allocations to Asia Pacific, excluding Greater China, over the next five years.
Bangarra Group awards real estate mandate
Family office Bangarra Group has appointed a real estate fund manager to help it build more than 3000 homes in the UK, of which one third will be dedicated to affordable housing.
Bill Gates to shutter Gates Foundation in 2045
Bill Gates says he will give away all his wealth over the next two decades and close the Gates Foundation permanently in 2045 - many decades ahead of schedule.
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
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 ...
