Family Governance & Succession - Insights
Getting the conversation started
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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Interview: The benefits of a family constitution
Brad Simmons discusses how family constitutions can enable family communication and provide decision making structures to facilitate stronger family dynamics.
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What is the purpose of your family wealth? Six common examples.
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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The impact of new technologies on organisations
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?
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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