Family Office Management

The value of a family office

BY MARIUS HOLZER, COURTNEY COLLETTE | THURSDAY, 13 APR 2023 3:37PM

Wealthy families have a lot of complexity to manage. Across their assets, activities, relationships, and many dimensions of their lives, there is a seemingly endless amount to ...

Upgrade your subscription to access this article

Join the growing community of private wealth specialists and family offices with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today.

Already A Subscriber?

LOGIN

UPGRADE SUBSCRIPTION

Get articles like this delivered to your email - Sign up for the free monthly newsletter

	Developing effective stakeholder trust strategies
	The startup funding landscape
	A compelling time for middle-market buyouts
	Charitable foundation and private ancillary fund management
	What is a buy-write option strategy?
	Truths revealed about private markets
	Unfair contract terms law changes
	Family offices and B Corps
	Technologies fighting climate change and biodiversity loss
	Is India the next China?

Latest News

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA

Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.

Wholesale investor tests up for parliamentary review

KARREN VERGARA

The federal government wants to shake up the wholesale investor tests further in launching a parliamentary inquiry into the entire framework, worrying many fund managers operating in the high-net-worth space.

ACNC tightens screws on NFPs with complex corporate structures

JAMIE WILLIAMSON

The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year.

Luxury fashion house sued over Birkin bag sales

JAMIE WILLIAMSON

Hermes is facing an antitrust class action which alleges it only allows customers with "sufficient purchase history" to buy the infamous Birkin handbags.

Videos

Brought to you by

Chris Paton: A review of Australia's economic landscape

Brigette Leckie: How to navigate domestic and global market uncertainty as an investor

Help your clients build, protect and leave their legacy

MORE VIDEOS

Get it Monthly

Read the latest news and white papers. Get the FS Private Wealth Monthly Newsletter.

Cover Story

MORE STORIES

Wealth with purpose

PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD

In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.

READ MORE

Expert Feed

MORE EXPERT FEEDS

Sarah Bratton Hughes

Senior Vice President, Head of Sustainable Investing

American Century Investments

Investing for impact loses some appeal, more education needed

While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...

READ MORE

Shaun Parkin

Owner

Hall Road Investments

Family office use of wealth manager predictions

As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.

READ MORE

Edward Marshall

Global Head, Family office and HNW Group

Dentons

Succession planning for family businesses

The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.

READ MORE

Tony Le Nevez

Managing Partner

Henley&Partners

Why affluent families are flocking down under

Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...

READ MORE