PAUL HENNESSY | WEDNESDAY, 21 MAY 2014 In an integrated world economy, traditional investment approaches that define geographic mandates based on a company's country of domicile are becoming less relevant. Most large- and mid-sized companies have some combination of customers, suppliers ... Read more BERT BARDOEL | TUESDAY, 5 NOV 2013 What decisions need to be made to hand over an economically healthy company that is equipped for the future? How should the course be set so that the next generation will be able to continue running your company and maintain its competitiveness in the ... Read more PAUL LUCAS | MONDAY, 15 OCT 2012 All too often the skills and values that created wealth in the first place don't make it through generations. Paul Lucas looks at how to assist the next generation in becoming stewards of the family legacy. Read more LINDA BEERMAN | MONDAY, 15 OCT 2012 Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it is. For some, it is an opportunity to groom the family's ... Read more DAVID BOKMAN | FRIDAY, 18 MAY 2012 While many talented wealth management professionals spend an extraordinary amount of time and effort designing elegant, tax-efficient estate plans, they often fail to assist clients with the sensitive task of discussing the plans with the clients' families. ... Read more |
Latest News
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.
Australian investors loyal to wealth managers - until they're not
Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report.
Family offices to splash cash in APAC
Most family offices intend to boost their allocations to Asia Pacific, excluding Greater China, over the next five years.
Bangarra Group awards real estate mandate
Family office Bangarra Group has appointed a real estate fund manager to help it build more than 3000 homes in the UK, of which one third will be dedicated to affordable housing.
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.
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 ...
