Family Office Management Articles

Showing 1 to 10 of 31 articles:
Gavin Debono
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
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
Tayyab Mohamad
TAYYAB MOHAMAD , PAUL WESTALL  |  FRIDAY, 18 JUN 2021
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
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
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
Daniel Berick
DANIEL BERICK  |  FRIDAY, 9 OCT 2020
Recognising and taking steps to address the 'entitlement trap' is a challenge that is as old as the family unit itself. Read more
Peter Pontikis
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
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
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
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
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