 ANSHU LUKKA | THURSDAY, 17 AUG 2023 Family trusts are a powerful legal tool to help protect assets, preserve private family wealth across generations, and provide tax advantages. Read more  LINDA BEIDLER-D'AGUILAR | FRIDAY, 16 AUG 2019 Family offices are generally recognised as integral to the cohesive and coherent management of a family's diverse business interests in tandem with its domestic and personal affairs, and this article examines here the opportunities afforded by the ... Read more  PHILIP DE HAAN | FRIDAY, 18 JAN 2019 Discretionary trusts are often established with tax issues in mind. However, there is more to discretionary trusts than tax. This article discusses the family law issues Read more  MODORAS ACCOUNTING | FRIDAY, 15 DEC 2017 In this article, we investigate the pros and cons of passing your business on to your kids. The statistics are certainly interesting. Read more PAGE: 1 |
Latest News
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.
Bill Gates to shutter Gates Foundation in 2045
Bill Gates says he will give away all his wealth over the next two decades and close the Gates Foundation permanently in 2045 - many decades ahead of schedule.
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 ...
