How family shapes our financial futuresBY RICK WALKER, BRENDON VADE | FRIDAY, 17 JAN 2025 12:01PM It doesn't take our 100+ years of collective wealth management experience to know that intergenerational wealth is a hard problem.
 Private wealth key to unlocking agri-food sector's green potentialIn the global race to achieve the United Nations Sustainable Development Goals, food is often an afterthought. Yet, it is central to every goal on the ...  When family disruptions occur - what to considerEven the best laid plans can be at risk of disruption, particularly when family or personal matters are involved.  Will global stock market broaden in the second half of 2024?Analysis of global market returns in 2024 reveals a significant trend towards broadening out, in stark contrast to the last year.  Five principles for successful family office investingAt the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...  Investing for impact loses some appeal, more education neededWhile 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 ...  Succession planning - preparing the next generation for leadershipAs an experienced Family Business Advisor, I understand the unique dynamics, joys, and challenges of passing the torch to the next generation.  The refinancing cliffWe call it the commercial real estate loan refinancing cliff, offering a once-in-a-decade investing opportunity for real estate credit.  Take a thoughtful approach to family business ownershipIn addition to focusing on the business assets, you must rethink your governance structure with each passing generation.  Why family offices should meet the FuggersThe 15th-century merchant Jakob Fugger, the wealthiest man to have ever lived, can teach us a thing or two about the importance of diversifying investment ...  Family office use of wealth manager predictionsAs part of my role on the investment committee for various family offices, I regularly interact with wealth managers. |
Latest News
Binance Labs becomes a family office
Binance Labs has transformed into a family office known as YZi Labs in a bid to expand its investment focus and step away from blockchain-focused investments.
Aussie billionaires make $67k per hour: Oxfam
Australian billionaires earn $67,000 an hour, according to a new report from Oxfam, which is 1300 times more than what everyday workers make.
Ethical investment holdings double: CoreData
The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.
Family offices turn to start-ups, M&As: PwC
Family offices have increasingly shunned real estate in favour of direct company investments over the last decade, a new report from PwC reveals.
Further Reading
Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
Expert Feed
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 ...
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.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
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 ...
