| Showing 1 to 10 of 26 articles: KIM VENTER | TUESDAY, 10 MAR 2026 Across Australia, family business and family office leaders are navigating a period of profound change. Read more ROBERT POWELL | FRIDAY, 14 NOV 2025 In the 1996 film Jerry Maguire, the titular character (played by Tom Cruise), a high-performing sports agent working in a dog-eat-dog international sports conglomerate, has a late-evening epiphany leading him to write a personal mission statement Read more MANS CARLSSON , BEYHAN IRMAKO , MERI VUKASIN | MONDAY, 21 OCT 2024 There is a common misconception that smaller companies have higher environmental, social and governance (ESG) risks relative to their larger counterparts. Read more ANN SKEET | FRIDAY, 13 SEP 2024 This paper provides direction for the development of the workplace virtue known as cultural humility. It defines employee experience, including employee community curation, and proposes committing resources to these efforts. It identifies competencies ... Read more RAY MCHALE | FRIDAY, 12 APR 2024 A plethora of company trust issues have been exposed in the last year. As a result, major brands have been subjected to searing scrutiny and suffered catastrophic reputational damage based on poor governance practices. This should be sufficient evidence ... Read more LEE TONITTO | FRIDAY, 15 DEC 2023 Family offices are private companies that manage investments and wealth for ultra-high-net-worth (UHNW) individuals and families. Read more LARISA KAPUR | WEDNESDAY, 13 SEP 2023 A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you. Read more OMER SOKER | FRIDAY, 12 MAY 2023 Efficient systems and processes provide the foundation to build a culture of empowered and accountable staff. Read more TONY YOUNG | FRIDAY, 14 OCT 2022 When we think of governance, it is often large corporations and their boards- rather than small-to-medium enterprise (SMEs) - that spring to mind. Read more KOSMAS PAPADOPOULOS | THURSDAY, 11 AUG 2022 In the 2019 proxy season, 'overboarding' became a centre-stage issue for many companies and investors. Read more |
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Family office succession takes back seat to investments
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
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The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
Family offices hunt opportunities in AI: Report
A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.
ISS MI acquires Family Office Access
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.
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Cover Story

Skin in the game
CARMELO VIOLA
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
EXECUTIVE CHAIR, 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.

















