Volume 3 Number 1

Volume 3 Issue 1

Philanthropy

Leaving a lasting legacy is easier than you think

TABITHA LOVETT | Comments | 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 ... ... Read more

Rewards and benefits of private ancillary funds

ANTONIA RUFFELL | Comments | 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 ... ... Read more

Family Office Management

Building a family office with outcomes in mind

JEFF STEINER | Comments | 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 ... ... Read more

Sustaining family weatlh across generations: The rise and fall of family wealth

IAN GILLIES | Comments | WEDNESDAY, 21 MAY 2014

Single and multi-family offices both have the same goal - ensuring the family maximise and protect their wealth. Most successful family owned businesses are directed, operated and managed as any other ... ... Read more

Determining Servicing Priorities: The Make-or-Buy Dilemma

PETER ENGLISCH | Comments | 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 ... Read more

Technology

Automating The Family Office: Solutions for Enhanced Reporting

MARK WIGHTMAN | Comments | 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 ... ... Read more

Taxation & Estate Planning

Capital idea: Consider using economic exposure to map portfolios instead of country domicile

PAUL HENNESSY | Comments | 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 ... ... Read more

Harmony and a Fair Share of Assets are Key to Family Business Succession

RICHARD SHRAPNEL | Comments | 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 ... ... Read more

Investment

Absolute Return: A Diversifier to Traditional Fixed Income Portfolios

BEN STEINER | Comments | WEDNESDAY, 21 MAY 2014

Why absolute return makes sense now The current interest rate environment presents an inflection point for investors: anticipating that interest rates will move higher but at the same time cognisant ... Read more

Against the grain

MARK SMITH | Comments | WEDNESDAY, 21 MAY 2014

Mark Smith speaks to Kerr Neilson on his views about managing wealth, philanthropy, Chinese art and his contrarian approach to investing. The Neilson family certainly isn't afraid to go against conventional ... ... Read more

Latest News


Family offices back Regal resources fund ELIZABETH MCARTHUR A small group of family offices have backed a new long/short resources fund from Regal Funds Management to the tune of $90 million.	What family offices want: Report ELIZABETH MCARTHUR KPMG Australia and The Table Club have produced a new report revealing how much growth family offices expect from investments and what they want from investment managers.

Cannon-Brookes takes stake in fund manager JAMIE WILLIAMSON The Atlassian co-founder has taken an equity stake in a local impact investment firm.	Family office makes crypto play ELIZABETH MCARTHUR The Smorgon family office has taken a stake in a cryptocurrency investment platform.

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Art and money

TIM OLSEN

Tim Olsen opens up on his sense for business and his investments, something he is at times reticent to discuss given the complex relationship between art and money. Elizabeth McArthur writes.

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Expert Feed

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Jonathan Webster Director Jameson Capital	Brett Davies Partner Legal Consolidated Barristers & Solicitors	Jack Nelson Portfolio Manager Stewart Investors	Anthony Doyle Director, Cross Asset Investment Specialist Fidelity International
What UHNWs want in a fund manager	Can family trusts override the Family Court?	Emerging markets, ESG and family offices	What $14 trillion looks like
For a small number of Australian-based family offices and an increasing list of ultra-high-net-worth individuals (UHNWIs), it's a great time to be in ...	Let's consider the omnipotent, omniscient and omnipresent Family Court. For indeed no Court in Australia has more power. It is free to do what it wishes ...	The rise of environmental, social and governance (ESG) investing has pushed awareness of these issues in front of institutional family offices across ...	One of the most important channels that lower interest rates works through is via higher asset prices, leading to increased levels of household wealth.
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Volume 3 Issue 1

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

What UHNWs want in a fund manager

Can family trusts override the Family Court?

Emerging markets, ESG and family offices

What $14 trillion looks like

Industry Events

Your Opinion

Will you go back to face to face meetings before the end of 2021?