Families - Insights


Getting the conversation started

by Peter Whitehead Family Governance & Succession, Families

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 and fit …

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A tale of two patriarchs

by Brad Simmons Families

In the 1960s, two young entrepreneurs started what would become thriving family businesses. They were very much alike; both had spent their youth loyally plying their trades and working for the man, yet both had a niggling sense that there …

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What Matters Most to You?

by Tracy Conlan Families

There is no doubt that wealth matters. It is a measure of business and financial success, resulting from insightful people exercising commercial acumen. Yet commercial acumen is not enough to preserve wealth within a family for generations. We find that …

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Three key challenges facing wealthy Australian families

by Jeff Steiner Families

Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. These are compelling statistics which have become top of mind concerns for many families as they plan their …

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Wealth & well-being: How can you help your family find happiness?

by Elizabeth Goldfinch Next Gen, Families

There is an age-old saying that money can’t buy happiness which is often heard, but just as often scoffed at. But in the book “What Happy People Know” by Dan Baker, Dan affirms that “The fact is that wealthy people …

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Interview: The benefits of a family constitution

by Brad Simmons Family Governance & Succession, Families

Brad Simmons discusses how family constitutions can enable family communication and provide decision making structures to facilitate stronger family dynamics.

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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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The 10 most common employment mistakes in family business

by Brad Simmons Families, Business & Enterprise

There are few issues in family business that create more conflict and tension than the employment of family members. The complexities involved – and the breakdowns in communication and trust that can result – contribute significantly to the alarmingly high …

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