Beyond the Cheque: High-net-worth families evolving philanthropyBY JUDITH FIANDER | FRIDAY, 11 APR 2025 8:10AM Philanthropic giving, a cornerstone of societal progress, continues to transform. High-net-worth families, increasingly driven by a desire for tangible impact, are moving beyond traditional donation models ...
 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 ...  Balancing offence and defence in a 'higher for longer' environmentThe market has woken up to the reality that the inflation war is not over.  Considerations when nominating a charity for your super upon deathThere has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.  Eleven questions to consider when investing in an open-ended private assets fundWhen considering an investment in an open ended or semi-liquid private assets fund, it is critical to ask certain key questions of the potential manager ...  Advocating slow and steady wealth buildingIn a world that glorifies quick gains and instant gratification, BMF Wealth advocates for a slow and steady approach to building wealth. |
Latest News
Alvia scoops up majority stake in ice cream cone maker
Alvia Asset Partners has acquired a majority stake in Altimate Foods, Australia's largest ice cream cone manufacturer, in partnership with the company's founding Rizzo family.
Family offices favour real estate: Study
The world's richest families love to invest in real estate more than any other asset classes, a new analysis shows, as more than half feature property in their portfolios.
Collectables market reaches $17bn: Report
Australia's booming collectables market has reached $16.8 billion, a new study from eBay Australia shows.
Modern family offices want values aligned, pioneer companies
Family offices of today are aligning their values and principles across all generations to back pioneer companies that will create deep impact and competitive returns, the recent Impact Investment Summit Asia Pacific heard.
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 ...
