Insights


How a governance framework assists in managing market volatility

by Jono Gourlay Investment

How did you feel during the equity market sell off in February? Do you have an appropriate investment strategy in place that is specific to your family’s needs and wants? Do you have a robust investment governance framework in place …

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Go slow to go far

by Michelle Gortan Philanthropy

The most successful enterprises, whether they’re companies or families, make a concerted effort to capture and articulate what is at their core. Taking the time to discover what drives you and your family is an investment worth making. Late last …

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Farm hand: help those helping you with five fringe benefits

by Grahame Barber Tax

The Fringe Benefits Tax (FBT) year concludes on 31 March, which serves a reminder (or an opportunity) to review employee remuneration strategies. The agriculture industry in particular has some of the most generous concessions available. Many Mutual Trust clients have …

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Global equities – Keep calm and carry on

by Bruce Budd Wealth Management

During the first quarter of 2018, U.S Equity markets have posted both record highs and sudden troughs, including a headline-capturing bout of volatility in February, which saw major global indices post their largest monthly declines in more than 2 years. …

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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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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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