Family Office Management
MICHELLE BALTAZAR | TUESDAY, 4 JUN 2013
From the days of the telegram to the days of Instagram, the Heine family continues to grow their businesses by minding tough lessons from the past. Read more
RICK FLYNN | TUESDAY, 4 JUN 2013
For financial advisors, starting or expanding family office services can be a challenging task, especially when considering the multifamily office model. With careful assessment and the right approach, these offerings can prove to be a beneficial move ... Read more
PETER DORRIAN | TUESDAY, 4 JUN 2013
If a year could come stamped with a health warning - or, better still, a wealth warning - then 2013 should carry one. Of course, many would say that this applies to bond markets, but it equally applies across a number of risk asset classes that produced ... Read more
JOHN MORTON | TUESDAY, 4 JUN 2013
Over US$12 trillion is currently invested in emerging markets (EM) debt. This is an asset class that is experiencing an increase in inflows and is receiving much attention from investors. Last year, 2012, was a record year in terms of inflows into EM ... Read more
MARK SOWERBY | TUESDAY, 4 JUN 2013
It is not surprising investors are chasing yield domestically and internationally. With the notable exception of Australia, most developed nations are offering interest on cash deposits below the rate of inflation, which means the real return is negative. ... Read more
PETER REED | TUESDAY, 4 JUN 2013
Australia's high marginal tax rates combined with the unique concessional attributes of the taxation system creates strong incentives for private wealth holders to focus on taxation issues as a very effective mechanism to increase investment returns ... Read more
| TUESDAY, 4 JUN 2013
How well do you know Islamic investment? Thomson Reuters and Crescent Wealth, the Australian Islamic investment manager, have launched an Islamic investment index for Australia to help open up this resource-rich market to Islamic finance investors globally. ... Read more
RAMIN TOLOUI | TUESDAY, 5 NOV 2013
"Is now the right time to buy?" This is the question that is - and should be - on the minds of investors after the sharp movements in financial markets that began in May. Virtually no sector of the global fixed income market was immune, and ... Read more
TODD MILLAY | TUESDAY, 5 NOV 2013
Liquid "alternative" assets are an important component of the diversified portfolios we construct for our clients. In this paper, we describe the key attributes of liquid alternatives and explain how these asset classes provide opportunities ... Read more
Ethics & Governance
Avoiding Shirtsleeves to Shirtsleeves: Planning and Comunnication Key to Keeping Wealth Within the Family
BRAD SCOTT | TUESDAY, 5 NOV 2013
Far from simply creating a comfortable existence, managing significant wealth can be one of the most difficult roles a person undertakes. Read more
DAVID WILSON | TUESDAY, 5 NOV 2013
A family office is a private wealth management advisory firm that is established by an Ultra-UHNWI to manage their family's private wealth. Any firm that provides investment advice only to family members, is wholly owned and controlled by family ... Read more
ROBERT DUNN | TUESDAY, 4 JUN 2013
It may seem contradictory, but it's true: businesses stand to benefit significantly from trying to solve social problems. Put forward by Harvard university professor Michael Porter and business leader Mark Kramer, the Creating Shared Value theory ... Read more
CLAUDIA SANGSTER | TUESDAY, 5 NOV 2013
For years, private family foundations have rewarded those who operate them in a variety of ways. They help families focus their giving on issues that matter to them, so they can turn affluence into influence. Read more
Taxation & Estate Planning
BERT BARDOEL | TUESDAY, 5 NOV 2013
What decisions need to be made to hand over an economically healthy company that is equipped for the future? How should the course be set so that the next generation will be able to continue running your company and maintain its competitiveness in the ... Read more
The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows.
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration.
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched Lineage Group, a new Australian advisory firm specialising in working with successful business families.
BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures.
M.H. CARNEGIE & CO. PTY LTD
M.H. CARNEGIE & CO. PTY LTD
Venture capitalist Mark Carnegie was born into a wealthy and successful family and is attune to his exceptional privilege. Here he shares with Elizabeth McArthur his investing philosophy, philanthropic work and why he thinks the smart money is in cryptocurrency.
Square pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ...
As countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ...
For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ...
The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ...