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

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

Successful business leaders say you have to be prepared to bounce back from unexpected setbacks if you want to make it to the top. Read more

When business families start family councils, we hear a few common questions Read more

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

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

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

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

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

Why an increase in global healthcare spend from $6 trillion in 2010 to $10 trillion in 2020 means the healthcare sector is one investment opportunity not to be ignored. Read more

"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

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

Family offices' priorities vary widely, but one objective common to all is protecting the family's wealth. Read more

Far from simply creating a comfortable existence, managing significant wealth can be one of the most difficult roles a person undertakes. Read more

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

Wealth management in the age of the iPAD Read more

Tax data shows that overall giving in Australia has increased steadily over the past decade. Thanks to leadership from philanthropists such as Nicola and Andrew Forrest, and Graeme Tuckey, this rise looks set to continue. Read more

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

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

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