BEN STEINER | WEDNESDAY, 21 MAY 2014
Why absolute return makes sense now Read more
TABITHA LOVETT | WEDNESDAY, 21 MAY 2014
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
ANTONIA RUFFELL | WEDNESDAY, 21 MAY 2014
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
Family Office Management
JEFF STEINER | WEDNESDAY, 21 MAY 2014
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
IAN GILLIES | WEDNESDAY, 21 MAY 2014
Single and multi-family offices both have the same goal - ensuring the family maximise and protect their wealth. Read more
PETER ENGLISCH | WEDNESDAY, 21 MAY 2014
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
Taxation & Estate Planning
PAUL HENNESSY | WEDNESDAY, 21 MAY 2014
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
RICHARD SHRAPNEL | WEDNESDAY, 21 MAY 2014
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
MARK WIGHTMAN | WEDNESDAY, 21 MAY 2014
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
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 ...