 JUSTIN CHERRINGTON , JUSTIN ROSSETTO | FRIDAY, 12 DEC 2025 Much has been written about the ever approaching 'unprecedented' intergenerational wealth transfer, in which between $3.5 trillion and $5.4 trillion in assets is expected to pass from the Baby Boomers to their heirs. Read more  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. Read more  ROBIN DODOKIN | THURSDAY, 13 JUL 2023 Early preventative measures can save time, reduce costs and preserve much-needed family unity. Read more  HELENA ROBERTSSON | FRIDAY, 16 JUN 2023 The 2023 EY and University of St.Gallen Family Business Index, based on a global ranking of 500 family-owned businesses according to their revenues, reveals the largest family enterprises are growing faster than the global economy. Read more  MARIUS HOLZER , COURTNEY COLLETTE | THURSDAY, 13 APR 2023 Wealthy families have a lot of complexity to manage. Read more  ROBYN LANGSFORD | FRIDAY, 18 NOV 2022 This paper comprises excerpts from a joint KPMG - The Table Club (TTC) Wealth in transition: Family offices in plain view report of October 2021, detailing findings from a survey conducted in late 2020 to early 2021. Read more  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  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  STEVE 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 |
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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.
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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