GAVIN DEBONO | THURSDAY, 16 DEC 2021
This paper comprises extracts from Pitcher Partners' second Business radar: understanding the businesses that drive Australia's economy report. The report presented findings from study commissioned early 2021 and undertaken by research consultancy Forethought ... Read more
BARCLAYS | FRIDAY, 16 JUL 2021
With a huge transfer of wealth between generations fast approaching globally, Barclays Private Bank commissioned research to investigate the relationships between generations of wealthy families, and the factors that influence the effective transfer ... Read more
This paper comprises excerpts from Agreus Group's 2021 global family office bonus benchmark report. It explores how family office professionals were awarded a bonus this season, including the structure, drivers, methodology and size. Further, it examines ... Read more
STEVEN SHULTZ | WEDNESDAY, 12 MAY 2021
COVID-19 has shown how transitions of family values, business and wealth deserve thoughtful attention now more than ever. Read more
GAVIN DEBONO | FRIDAY, 12 MAR 2021
It is generally understood that a career will come with a range of strategic and emotional considerations. Do you get on with your boss and your co-workers? Do you have job satisfaction? Do you feel supported in your career progression? Read more
PETER PONTIKIS | FRIDAY, 12 JUN 2020
Single family offices (SFOs) are designed to centralise the management of significant family fortunes in excess of $30-50 million, though overseas experience tends to suggest that for the office to be effective on its own, that figure should be a minimum ... Read more
CRAIG ISKOWITZ | THURSDAY, 11 JUL 2019
When it comes to multifamily offices, single family offices, and ultra-high net worth divisions of large wealth management organizations they tend to be torn between two questions: "Should we innovate?" and "Should we not innovate?" ... Read more
PETER WHITEHEAD | WEDNESDAY, 15 MAY 2019
Focusing on the purpose of family wealth and what matters most about being a successful family is an extremely valuable exercise. It facilitates many catalysts for clear roadmaps for the enjoyment of life, risk-appropriate investment and tax efficient ... Read more
JEFF STEINER | FRIDAY, 17 AUG 2018
Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. Read more
The number of ultra-high-net-worth individuals worldwide climbed by almost 10% last year despite the ongoing pandemic, new Knight Frank research shows.
Coterie Capital has invested in a wealth management platform that has grown to $10 billion in funds under administration.
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched Lineage Group, a new Australian advisory firm specialising in working with successful business families.
BNY Mellon's inaugural Global Family Office Survey shows 77% of family offices are engaging with cryptocurrencies while those already invested plan to up their exposures.
M.H. CARNEGIE & CO. PTY LTD
M.H. CARNEGIE & CO. PTY LTD
Venture capitalist Mark Carnegie was born into a wealthy and successful family and is attune to his exceptional privilege. Here he shares with Elizabeth McArthur his investing philosophy, philanthropic work and why he thinks the smart money is in cryptocurrency.
Square pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ...
As countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ...
For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ...
The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ...