Insights


Interview: How to educate the next generation

by Elizabeth Goldfinch Next Gen, Families

Elizabeth Goldfinch shares her expertise on the best methods to implement when educating the next generation of wealth inheritors.

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Interview: Establishing a Family Office

by Jeff Steiner Families

Jeff Steiner shares insights into what a ‘Family Office’ is and how it can benefit a family.  

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What is the purpose of your family wealth? Six common examples.

by Brad Simmons Family Governance & Succession

What is the purpose of your family wealth? Few questions could be more important in the pursuit of successful intergenerational wealth transitions. However, in our experience, it is a question which draws a blank look from even the most sophisticated …

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Investment Outlook Executive Summary – Q2 2017

by Graeme Bibby Wealth Management

Most influential themes for 2017 continue: Fiscal (government budget) stimulus is anticipated to take over from monetary (central bank) stimulus in reflating economies; Interest rates rising in step with inflation expectations in the US, anticipating higher fiscal stimulus; Market volatility …

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The impact of new technologies on organisations

by Baptiste Burgert Family Governance & Succession

New technologies are redefining how businesses engage with employees, customers, and suppliers. Is it time your business embraced them? In some ways, managing a business has never been more challenging. The world is moving fast, competition is diverse and global, …

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As a Family Office executive, are you managing these six common pressure points?

by Simone Rouse Family Governance & Succession

The structure and complexity of each family office varies greatly, creating an assortment of challenges for family office executives. Each pressure point distracts executives from achieving their fundamental purpose: delivering on the family strategy and objectives. Identifying and resolving key …

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Federal Budget 2017

by Leanne Spiteri Business & Enterprise

Mutual Trust 2017 Federal Budget from Mutual Trust on Vimeo. View the full PDF report here: 2017 Federal Budget Update – 10 May 2017

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Q1 Investment Outlook

by Graeme Bibby Investment

Executive Summary Most influential themes for 2017: Fiscal (government budget) stimulus anticipated to take over from monetary (central bank) stimulus in reflating economies. Interest rates rising in step with inflation expectations in the US, anticipating higher fiscal stimulus. Market volatility …

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Using philanthropy to start the conversation on family wealth

by Rachel English Next Gen, Philanthropy

Knowing how to engage, encourage and educate your child can be a challenge, regardless of specific family wealth and responsibilities. However, with the Boston College Center on Wealth and Philanthropy predicting a generational wealth transfer of $59 trillion by 2061 …

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