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 MARK SMITH | TUESDAY, 5 NOV 2013 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 CHRISTOPHER ECKRICH | TUESDAY, 5 NOV 2013 When business families start family councils, we hear a few common questions Read more Investment 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 TOM STEVENSON | TUESDAY, 4 JUN 2013 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 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 ELISE ELLIOTT | TUESDAY, 4 JUN 2013 Family offices' priorities vary widely, but one objective common to all is protecting the family's wealth. Read more 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 Technology PHIL BANAS | TUESDAY, 4 JUN 2013 Wealth management in the age of the iPAD Read more Philanthropy TERESA ZOLNIERKIEWICZ | TUESDAY, 4 JUN 2013 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 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 |
Latest News
Forrest family office execs open new shop
|New corporate advisory firm Famille Capital will hire more staffers to work on deals, investments, advisory, life and legacy.
SPAC acquires Australian Food & Agriculture
A Nasdaq-listed firm is set to acquire the Australian Food & Agriculture Company (AFA) for $780 million, the majority of which is owned by members of the Bell family and Alastair Provan.
Australia a 'regional private wealth hotspot': Preqin
Australia is a top regional private wealth hotspot, with the greatest proportion of investors, many of whom are looking to alternatives, according to a Preqin report.
Family offices face more complex challenges: Ocorian
Family offices are becoming more professional, but they face significant challenges, particularly with regulation and compliance, according to an international study by Ocorian.
Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
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 ...
