 LUCIE BISHOP , STEVE SUTINEN | MONDAY, 18 JUL 2022 The interest in responsible investing within the private debt asset class is mounting as investors seek to understand environmental, social and governance (ESG) objectives and within private assets. Read more  ADAM SIMMS | THURSDAY, 18 NOV 2021 The AS8001 standard was created to provide guidance on corporate governance around fraud and corruption issues due to some large global corporate collapses at the time. AS8001 was one of five standards released to guide boards and senior management ... Read more  SOPHIE RENTON | THURSDAY, 18 NOV 2021 This paper comprises an extract from McCrindle Research's Australian Communities Report: Understanding Australian givers to maximise the impact of NFPs. Read more  ROBYN LANGSFORD | THURSDAY, 18 NOV 2021 This paper comprises an excerpt from the KPMG Australia and University of Adelaide Transition, diversity and entrepreneurship report of May 2021. This report highlighted some of the issues around family business succession and offered insights into ... Read more  JAMES HALLIDAY | THURSDAY, 15 JUL 2021 A modern slavery statement (Statement) is necessary for all Australian entities or entities that carry on business in Australia with a minimum annual consolidated revenue of $100 million. Read more  OMER SOKER | WEDNESDAY, 12 MAY 2021 Differences in perspectives between boards and CEOs can undermine the quality of their relationships. Unaddressed, opposing viewpoints can escalate quickly. The title of an early Tom Cruise mega-movie sums this up perfectly-Risky Business. Read more  CHRIS MCCAFFERY | WEDNESDAY, 10 FEB 2021 One of the core obligations which exist in company law concerns the duties which directors have to their companies. These duties arise both out of the general law and legislation. Read more  ANDREW SALLWAY , SHAUN MCKINNON | FRIDAY, 15 JAN 2021 Fundamental changes to the Australian business environment in a short period as a result of the coronavirus (COVID-19) pandemic are clearly evident, with many business owners asking what's next. Read more  PAUL SILLS | FRIDAY, 17 APR 2020 Most people consider themselves rational, openminded thinkers, making ethical decisions in an objective, non-biased fashion. Sadly, that is rarely true as we are all susceptible to a multitude of cognitive biases. Our decisions are shaped by emotional ... Read more  DANIEL BERICK | FRIDAY, 13 DEC 2019 As is the case with any sophisticated business enterprise, a family office will have a variety of legal needs to address in the course of its operations, and will need legal advice from specialists across a wide range of specific substantive legal areas. ... Read more |
Latest News
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.
Lowy family takes stake in Magellan
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.
Further Reading
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.
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