 HENRY BRANDTS-GIESEN , EDWARD MARSHALL | WEDNESDAY, 15 JAN 2025 Family charters are important components to families' governance structure. They are documents that families can use to help them with building guideposts, decision-making rules, and codifying a family's values, mission, and vision. Family charters ... Read more  HENRY BRANDTS-GIESEN , CHRISTOPHER ROSE , EDWARD MARSHALL | THURSDAY, 14 DEC 2023 The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway. According to the US Federal Reserve Board, Americans age 70 and above have US$35 trillion of wealth, compared with only US$4 trillion held by this age group ... Read more PAGE: 1 |
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HNWIs demand outperforming, mission-driven endowment funds
|High-net-worth investors' (HNWIs) increasing demand for philanthropy vehicles with robust governance, a clear mission and can outperform in equal measure is helping fuel the rise of endowment funds such as the Aspect Impact Fund.
Family businesses turn to external chief executives: Deloitte
While family members will largely remain at the helm of family businesses post-succession, a Deloitte Private report anticipates a meaningful shift globally, with more businesses preferring outside professionals to step into the chief executive roles.
MST Financial broadens services to Alder & Partners
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research.
Australia welcomes 25k to millionaires' club: UBS
Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the latest UBS Global Wealth Report.
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Cover Story
Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.
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