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 ...
 Australia needs to get crypto regulation rightCryptocurrency markets have surged this past year due to growing interest from both retail and institutional investors. In fact, bitcoin has continued ...  Can family trusts override the Family Court?Let's consider the omnipotent, omniscient and omnipresent Family Court. For indeed no Court in Australia has more power. It is free to do what it wishes ...  What UHNWs want in a fund managerFor a small number of Australian-based family offices and an increasing list of ultra-high-net-worth individuals (UHNWIs), it's a great time to be in ...  Emerging markets, ESG and family officesThe rise of environmental, social and governance (ESG) investing has pushed awareness of these issues in front of institutional family offices across ...  ESG analysis is a tricky roadOne of the many questions surrounding ESG investment options is whether they provide superior investment returns.  Why family offices are comfortable with private debtFamily offices are comfortable with private debt/private credit in a way that retail investors are still to address in the search for consistent returns ...  How family offices meet the unique needs of Indian expatsWith over 18 million Indians living in different countries across the globe, India boasts of the largest expatriate community in the world.  What $14 trillion looks likeOne of the most important channels that lower interest rates works through is via higher asset prices, leading to increased levels of household wealth.  The power of multi-family officesFamily offices continue to hold an abundance of capital, despite the disruption caused by COVID-19 over the last 12 months, with many looking for more ...  Know your client money rights and rulesAustralian Financial Services (AFS) licensees holding client money are on ASIC's radar, with a particular focus on intermediaries demonstrating high financial ... |
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 ...
