Family charter essentialsBY HENRY BRANDTS-GIESEN, EDWARD MARSHALL | WEDNESDAY, 15 JAN 2025 2:36PM Family charters are important components to families' governance structure. They are documents that families can use to help them with building guideposts, decision-making rules ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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Family office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Family offices hunt opportunities in AI: Report
A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.
ISS MI acquires Family Office Access
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.
Further Reading
Cover Story
Generation next
JAMES GOWING
EXECUTIVE DIRECTOR, FINANCE, GOWING BROS
ADMIN SPECIAL ACCOUNTS
EXECUTIVE DIRECTOR, FINANCE, GOWING BROS
ADMIN SPECIAL ACCOUNTS
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
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