Family Office Management MARK SMITH | THURSDAY, 16 OCT 2014 From managing the fortune of the Lowy family to running his own funds management business, Stephen Aboud has stuck to his mantra. Quality growth companies are few and far between but you don't need more than a handful to shoot the lights out. Mark ... Read more | THURSDAY, 16 OCT 2014 One of the biggest conflicts that can arise within a family office is that between the family or families that own the wealth (the principals) and the fund managers and external providers (the agents). Read more WILL ROBERTS | THURSDAY, 16 OCT 2014 Everyone loves buying but we all hate to be sold. Alsaker Private Office's Will Roberts explains how a professional service can help take the pain out of making large purchases and booking events while getting a good deal to boot Read more Investment MARK SMITH | THURSDAY, 16 OCT 2014 FS Private Wealth associate editor Mark Smith met with NAB fixed income experts and two of the bank's private wealth clients to find out how bonds can help high net worth investors reach thier objectives and what needs to be done to improve access ... Read more R.DINO DAVIS | THURSDAY, 16 OCT 2014 Interest in reducing volatility and de-risking investment portfolios has grown for both individuals and institutional investors caught in the maelstrom of the 2008 financial crisis and the ensuing investment losses and deep recession. Read more AMANDA SKELLY | THURSDAY, 16 OCT 2014 Reduced tax bite and tax defferals Read more Philanthropy ANDREW THOMAS | THURSDAY, 16 OCT 2014 Philanthropy is currently big news in Australia thanks to some record-breaking donations by philanthropists in the past 18 months. Andrew Thomas, General Manager Philanthropy, Perpetual Private looks at what is behind this surge, but importantly questions ... Read more  DAVID KNOWLES | THURSDAY, 16 OCT 2014 It used to be so simple. Governments had a clear role, charities and non-profits had a clear role and philanthropy filled the gaps. For profits? They were there to make money, some of which they occasionally 'gave back' in the form of a cheq ... Read more Taxation & Estate Planning IAN CROSBY | THURSDAY, 16 OCT 2014 The role of properly structured succession planning in reducing the risks to family wealth is beyond dispute. Yet this most important of all risk management tools is too often overlooked, both by the families themselves and their advisers. Read more |
Latest News
Geopolitical risks force family offices into alternatives, cash: Survey
Geopolitical uncertainties are forcing family offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey.
Labor proposes changes to ancillary funds
Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years.
Australia's billionaire boom branded 'morally wrong' by Oxfam
The ranks of Australian billionaires have more than doubled over the past decade, accumulating wealth at $137 million per day on average - $95,000 per minute, according to Oxfam Australia. Its acting chief executive Christina Muli described this as "morally wrong."
Ironbark acquires family office firm
Ironbark Investment Partners has expanded its wealth business with the acquisition of a high-net-worth and family office firm.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
Expert Feed
Founder-led companies: What investors need to know
Founder-led companies have long been a lucrative hunting ground for investors.
Beyond the cheque: High-net-worth families evolving philanthropy
Philanthropic giving, a cornerstone of societal progress, continues to transform. High-net-worth families, increasingly driven by a desire for tangible ...
The great unlock?
Will 2025 be looked back on as the year of the great unlock in private equity? Will portfolio distributions rebound, the exit market become appreciably ...
A living legacy: Gifting and giving
As financial advisers, we spend years working closely with clients to help them build a portfolio of wealth.
