Mark Smith speaks to Kerr Neilson on his views about managing wealth, philanthropy, Chinese art and his contrarian approach to investing. Read more

Why absolute return makes sense now Read more

There is a saying in philanthropic circles that if you have met one philanthropist you have met one philanthropist. This idea recognises the unique nature and focus of each individual philanthropist's pursuit. Read more

A growing number of individuals and families are taking a more strategic approach to their philanthropy. Instead of making multiple, ad hoc donations, usually because they are asked, they want to take a more planned approach, one that gives them more ... Read more

We are often asked "how much money do you need before you establish your own Single Family Office?" The short answer, as with many questions in life, is "it depends." The question is a perfectly legitimate one - there is a threshold at which ... Read more

Single and multi-family offices both have the same goal - ensuring the family maximise and protect their wealth. Read more

Even the largest family office in terms of assets under management will need to assess whether or not to outsource services. Outsourcing certain services can be beneficial from a cost efficiency and know-how perspective, offering advantages to family ... Read more

In an integrated world economy, traditional investment approaches that define geographic mandates based on a company's country of domicile are becoming less relevant. Most large- and mid-sized companies have some combination of customers, suppliers ... Read more

Business succession is not about retirement or getting the best price for your business, it's about passing on a viable business, keeping people in jobs and, for families, harmony and a fair share of the assets. Read more

Family offices, including both single family offices, as well as multi-family offices, offer a broad range of services to high net-worth individuals and families, ranging from financial and insurance planning and advising, to handling an array of administrative ... Read more