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. In this article Perpetual Private Wealth's Andrew Thomas champions ... 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 Seamus O Concheanainn looks at the steps needed to move towards the appropriate level of back office sophistication to meet functional needs. Managing ... 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 ... Family ... 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 ... All ... 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 ... This ... 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 ... Entrepreneurs ... 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. B ... 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 ... With ... 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 ... Mark ... 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. Head of Stonehage Family Office division ... Read more

Latest News


Heine family sells Netwealth shares KANIKA SOOD The Heine family took advantage of Netwealth's strong results and buoyant share price yesterday to sell down about $76 million worth of shares in the company -- a tiny sliver of their expansive holding.	Morgan Stanley duo establishes advice boutique KANIKA SOOD Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.

Mixed results at Bjelke-Peterson estate sale ELIZABETH MCARTHUR A Lloyds auction of the estate of controversial former Queensland premier Joh Bjelke-Peterson produced mixed results.	US surpasses Asia Pacific for HNWI growth ELIZABETH MCARTHUR For the first time in eight years, more high net worth individuals (HNWI) emerged in North America than in the Asia Pacific region.

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Paddock to Pitt Street

ROBERT MILLNER
CHAIRMAN
CONTACT ASSET MANAGEMENT PTY LIMITED.

Robert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's next for the business and how his family invests.

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Anna Hacker National Manager Australian Unity Personal Financial Services	Justin Tyler Director Daintree Capital	Mervin Reed Director Tasmanian Private Wealth Advisers	Simon Duckett Adviser Koda Capital
How to safeguard your estate	Positioning portfolios for a late cycle environment	The life insurance industry in Australia is in trouble	Ten investment lessons for non-profits (Part two)
If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...	As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...	The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...	September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).
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