Taxation & Estate Planning  PETER TOWNSEND | FRIDAY, 15 JAN 2021 For those wanting to ensure that a particular family member or a person they have specifically chosen becomes the director of a family company when the current director passes away, it can be a minefield. Read more Ethics & Governance  ANDREW SALLWAY , SHAUN MCKINNON | FRIDAY, 15 JAN 2021 Fundamental changes to the Australian business environment in a short period as a result of the coronavirus (COVID-19) pandemic are clearly evident, with many business owners asking what's next. Read more  CHRIS MCCAFFERY | WEDNESDAY, 10 FEB 2021 One of the core obligations which exist in company law concerns the duties which directors have to their companies. These duties arise both out of the general law and legislation. Read more Philanthropy  DAN SAUNDERS | WEDNESDAY, 10 FEB 2021 A charity giving fund, also known as an 'ancillary fund', is a vehicle for public and private philanthropy. It is a type of charitable trust designed to provide an investment structure for philanthropic giving purposes. Simple and quick to set up, they ... Read more  DAVID KNOWLES | FRIDAY, 12 MAR 2021 Mistakes are valuable because we learn from them. This is as true when it comes to charitable giving as it is in other areas of life. Read more Family Office Management  GAVIN DEBONO | FRIDAY, 12 MAR 2021 It is generally understood that a career will come with a range of strategic and emotional considerations. Do you get on with your boss and your co-workers? Do you have job satisfaction? Do you feel supported in your career progression? 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 ...
