Volume 1 Number 2

Volume 1 Issue 2

Philanthropy

Structured Philanthropy Gives Certainty to Medical Research

ANDREW THOMAS | Comments | MONDAY, 15 OCT 2012

In this article Perpetual Private Wealth's Andrew Thomas champions the role of philanthropy in fostering medical research. ... Read more

Technology

Steps to Success: Technology Implementation and the Family Office

SEAMUS O'CONCHEANAINN | Comments | MONDAY, 15 OCT 2012

Managing director of Foxrock Consulting Séamus Ó Concheanainn looks at the steps needed to move towards the appropriate level of back office sophistication to meet functional needs. ... Read more

Taxation & Estate Planning

Legacy Planning: It's Not About The Money

LINDA BEERMAN | Comments | MONDAY, 15 OCT 2012

Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it ... ... Read more

Generation Wise

PAUL LUCAS | Comments | MONDAY, 15 OCT 2012

All too often the skills and values that created wealth in the first place don't make it through generations. Paul Lucas looks at how to assist the next generation in becoming stewards of the family ... ... Read more

Investment

The Family Office's Guide to Fund Manager Selection

RICHARD WILSON | Comments | MONDAY, 15 OCT 2012

This white paper emphasises the importance of putting fund managers through a rigorous selection process. Choosing the wrong fund manager could result in principal loss, unnecessary lock up of capital ... ... Read more

Understanding the Entrepreneur

SHANE GALLIGAN | Comments | MONDAY, 15 OCT 2012

Entrepreneurs have the extraordinary effect of shaping the industry they occupy, and as a result, have the contingent effect of generating wealth, creating employment opportunities and inspiring the ... ... Read more

Why China, why now?

ANDREW DALRYMPLE | Comments | MONDAY, 15 OCT 2012

With Europe immersed in an ongoing crisis and the US economy barely keeping in positive territory, investors are continuing to look for attractive investments in international markets. After a recent ... ... Read more

The psyche of high stakes investing

JANE WATTS | Comments | MONDAY, 15 OCT 2012

BT Financial Group's Jane Watts answer questions on the psyche of high stakes investing. ... Read more

Alternative investments: Chasing the puck

MARK SOWERBY | Comments | MONDAY, 15 OCT 2012

Mark Sowerby, managing director of Blue Sky Alternative Investments, takes a closer look at the Harvard Endowment Fund and compares the US experience on alternative investment with the Australian scenario ... ... Read more

Family Office Management

Return of the Homme d'Affaires

ANDREW NOLAN | Comments | MONDAY, 15 OCT 2012

Head of Stonehage Family Office division Andrew Nolan exaplins why he thinks the trend towards specialisation among the advisory community has gone far enough. ... Read more

Latest News


Significant drop in charitable giving ELIZABETH MCARTHUR According to the inaugural JBWere NAB Charitable Giving Index, Australians are giving less - possibly due to the pandemic.	Inheritance not expected: Research ELIZABETH MCARTHUR New research from the University of South Australia has revealed that the younger generation wants their parents to enjoy their retirement, and they don't feel owed an inheritance.

Sequoia launches family office ELIZABETH MCARTHUR In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office.	Fisher Investments launches local HNW offering ELIZABETH MCARTHUR Fisher Investments will start offering investment management services to high-net-worth private clients via its local subsidiary.

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Art and money

TIM OLSEN

Tim Olsen opens up on his sense for business and his investments, something he is at times reticent to discuss given the complex relationship between art and money. Elizabeth McArthur writes.

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Expert Feed

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Peter Townsend Principal Townsend Business and Corporate Lawyers	Elisha Edwin Associate Lawyer Conditsis Lawyers	Jamal Bakalian Solicitor Streeterlaw	Kanika Sood Senior Journalist Rainmaker Information
Mistreated parent and loss of inheritance	Neighbours inherit waterfront estate	When friends become family	Lessons for endowments from COVID-19
Can a child treat his/her parent badly and still expect a share of the parent's estate? This latest case highlights the answer. You don't need ...	In Moore v Aubusson [2020] the plaintiff couple sought a declaration that the defendant executor held the whole of the deceased's estate on trust for ...	When we think of family provisions claims that are made against a deceased person's estate, we often think of the sister who was left out of the will ...	The COVID-19 pandemic and accompanying volatility is forcing endowments to rethink how they invest, govern and grant. Kanika Sood reports on the latest ...
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Best of Breed - Fixed income for institutional Investors

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Volume 1 Issue 2

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Mistreated parent and loss of inheritance

Neighbours inherit waterfront estate

When friends become family

Lessons for endowments from COVID-19

Industry Events

Your Opinion

Are you concerned about Australia's slow vaccine roll-out impacting property prices negatively?