 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 | 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 RACHEL CRAZE | FRIDAY, 20 MAY 2016 As the ownership of family assets transitions from the founder to a 'partnership of siblings' and ultimately to a 'confederation of cousins,' the way that families work together, invest together and make decisions together becomes more ... Read more BRAD SIMMONS | WEDNESDAY, 10 JUN 2015 I am often struck by how overwhelmed families are by the complexity and sense of burden that comes with managing wealth across generations. Whether they have taken on the responsibility for self-managing all of their affairs directly, or coordinating ... Read more LAURA MILLAN | WEDNESDAY, 10 JUN 2015 From working alongside yachtsman Iain Murray to senior executive and advisory board memberof the Oatley Family Office, Melissa James has become an expert in the business of family. Now she has been challenged with the task to lead the Australian expansion ... Read more JESSICA TASMAN-JONES | WEDNESDAY, 10 JUN 2015 Visit Shibuya Crossing in Japan, or Times Square in New York and it's overbearing: bright billboards fighting for attention. But for all the ubiquity of brands, many people would be hard pressed to give a concise definition of what exactly branding ... Read more |
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Geopolitical risks force family offices into alternatives, cash: Survey
Geopolitical uncertainties are forcing family offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey.
Labor proposes changes to ancillary funds
Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years.
Australia's billionaire boom branded 'morally wrong' by Oxfam
The ranks of Australian billionaires have more than doubled over the past decade, accumulating wealth at $137 million per day on average - $95,000 per minute, according to Oxfam Australia. Its acting chief executive Christina Muli described this as "morally wrong."
Ironbark acquires family office firm
Ironbark Investment Partners has expanded its wealth business with the acquisition of a high-net-worth and family office firm.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
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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As financial advisers, we spend years working closely with clients to help them build a portfolio of wealth.
