WILL ROBERTS | THURSDAY, 16 OCT 2014 Everyone loves buying but we all hate to be sold. Alsaker Private Office's Will Roberts explains how a professional service can help take the pain out of making large purchases and booking events while getting a good deal to boot Read more | THURSDAY, 16 OCT 2014 One of the biggest conflicts that can arise within a family office is that between the family or families that own the wealth (the principals) and the fund managers and external providers (the agents). Read more MARK SMITH | THURSDAY, 16 OCT 2014 From managing the fortune of the Lowy family to running his own funds management business, Stephen Aboud has stuck to his mantra. Quality growth companies are few and far between but you don't need more than a handful to shoot the lights out. Mark ... Read more  JEFF STEINER | WEDNESDAY, 21 MAY 2014 We are often asked "how much money do you need before you establish your own Single Family Office?" The short answer, as with many questions in life, is "it depends." The question is a perfectly legitimate one - there is a threshold at which ... Read more IAN GILLIES | WEDNESDAY, 21 MAY 2014 Single and multi-family offices both have the same goal - ensuring the family maximise and protect their wealth. Read more PETER ENGLISCH | WEDNESDAY, 21 MAY 2014 Even the largest family office in terms of assets under management will need to assess whether or not to outsource services. Outsourcing certain services can be beneficial from a cost efficiency and know-how perspective, offering advantages to family ... Read more CHRISTOPHER ECKRICH | TUESDAY, 5 NOV 2013 When business families start family councils, we hear a few common questions Read more MARK SMITH | TUESDAY, 5 NOV 2013 Successful business leaders say you have to be prepared to bounce back from unexpected setbacks if you want to make it to the top. Read more RICK FLYNN | TUESDAY, 4 JUN 2013 For financial advisors, starting or expanding family office services can be a challenging task, especially when considering the multifamily office model. With careful assessment and the right approach, these offerings can prove to be a beneficial move ... Read more  MICHELLE BALTAZAR | TUESDAY, 4 JUN 2013 From the days of the telegram to the days of Instagram, the Heine family continues to grow their businesses by minding tough lessons from the past. Read more |
Latest News
Wholesale investor tests up for parliamentary review
The federal government wants to shake up the wholesale investor tests further in launching a parliamentary inquiry into the entire framework, worrying many fund managers operating in the high-net-worth space.
ACNC tightens screws on NFPs with complex corporate structures
The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year.
Luxury fashion house sued over Birkin bag sales
Hermes is facing an antitrust class action which alleges it only allows customers with "sufficient purchase history" to buy the infamous Birkin handbags.
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
