What Bill Gates just taught us about philanthropy: A new playbook for strategic givingBY KEVIN FERNANDO | FRIDAY, 13 JUN 2025 1:26PM When Bill Gates announced his intention to give away his entire US$200 billion fortune within the next 20 years, it prompted admiration - but also reflection.
 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.  Succession planning for family businessesThe greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.  Why affluent families are flocking down underAustralia 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 ... |
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.
