Founder-led companies: What investors need to knowBY LAWRENCE LAM | FRIDAY, 16 MAY 2025 9:00AMFounder-led companies have long been a lucrative hunting ground for investors.
![]() 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 ... ![]() If you must panic... panic earlyOur emotions of fear and panic are part of making a good decision. If you don't know that there is some bad outcome which you should avoid, you cannot ... ![]() Father knows the bestA fish-and-chip shop or an ASX-listed giant - businesses owned by families span the economy. They are often innovative but must look outside their expertise ... ![]() Dealing with winners in practiceThis is an excerpt from the annual memo from Oaktree Capital Management's Howards Marks. It summariises a typical chat between Marks, a value investor ... ![]() GameStop: The zeitgeist of 2021If the short squeeze on GameStop tells us anything, it is that the craziness of 2020 continues. For those readers not familiar with the brouhaha (there ... ![]() Neighbours inherit waterfront estateIn Moore v Aubusson [2020] the plaintiff couple sought a declaration that the defendant executor held the whole of the deceased's estate on trust for ... ![]() Mistreated parent and loss of inheritanceCan a child treat his/her parent badly and still expect a share of the parent's estate? This latest case highlights the answer. ![]() When friends become familyWhen we think of family provisions claims that are made against a deceased person's estate, we often think of the sister who was left out of the will ... ![]() Lessons for endowments from COVID-19The COVID-19 pandemic and accompanying volatility is forcing endowments to rethink how they invest, govern and grant. Kanika Sood reports on the latest ... ![]() Three tax tips for inheriting propertyInheriting property has the potential to significantly change your life - so make it count! In this article Perpetual Private senior manager of strategic ... |
Latest News
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.
Australian investors loyal to wealth managers - until they're not
Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report.
Family offices to splash cash in APAC
Most family offices intend to boost their allocations to Asia Pacific, excluding Greater China, over the next five years.
Bangarra Group awards real estate mandate
Family office Bangarra Group has appointed a real estate fund manager to help it build more than 3000 homes in the UK, of which one third will be dedicated to affordable housing.
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.