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 ...
 Gender equity in family wealthThere are several good reasons why family enterprises should care about making active efforts toward gender equity.  What the slowing economy means for equity investorsHigh interest rates and weak real earnings growth are pushing consumer spending down and slowing the economy.  Family Office trends to watch in 2023Inflation and its effects on the world economy will play a major role in determining the trend for family offices this 2023, impacting the way they invest ...  Key considerations for NFPs coming into the new yearAs we approach a well-deserved holiday break, purpose driven organisations will be looking forward to the new year with many wondering 'What does the ...  Intergenerational wealth transfer: Five tips to navigate family dynamicsPlanning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics.  Super death benefitsThe superannuation system is designed to prevent the creation of 'family dynasties' with super.  Family Business Advisory Board: Paving the way to future growth and successWhen a family business begins to transition from a small to medium size business, the introduction of an advisory board can enhance professionalism and ...  How to invest an inheritanceOver the past number of years, BMF Wealth's Estate Planning and Wealth Management teams have been inundated with requests regarding consulting services ...  Headcount indigestion: tech recalibrating for a new realityOver the past few years, there is no doubt that the technology sector has prioritised revenue growth over margin expansion.  How can NFPs maintain financial resilience?Following two years of economic volatility and uncertainty, Australian not-for-profits (NFPs) may be poised to use this period of relative calm to increase ... |
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 ...
