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wealth management

June 8, 2021

The new financial year has begun. It is the first financial year post-lockdown, with the new challenges that the pandemic has brought to the table. In what way has the pandemic broadened the scope of the agenda for business owners who are looking to retire or sell within the next couple of years?

The new financial year has begun. It is the first financial year post-lockdown, with the new challenges that the pandemic has brought to the table. In what way has the pandemic broadened the scope of the agenda for business owners who are looking to retire or sell within the next couple of years?

May 28, 2021

Nintendo heir’s philanthropic family office mission, Fernando family’s Dilmah succession plan in play, Bestseller billionaire Povlsen prioritises sustainability over rich list ranking.

Nintendo heir’s philanthropic family office mission

The heir of the founding family of Nintendo says his new $919 million family office will be involved in projects which help create a more exciting future for the world, as well as asset management.

May 21, 2021

Ambitious family offices in India are growing, diversifying and professionalising at pace, with more principals embracing succession planning and engagement with their next-generation, Campden Family Connect says on its fifth anniversary.

Ambitious family offices in India are growing, diversifying and professionalising at pace, with more principals embracing succession planning and engagement with their next-generation, Campden Family Connect says on its fifth anniversary.

May 19, 2021

The recent losses caused by Archegos Capital Management on Wall Street have shone what may be an unwelcome spotlight on the regulation of family offices. This has led to concerns, particularly in the United States, that new disclosure requirements may now be imposed on family offices.

The recent losses caused by Archegos Capital Management on Wall Street have shone what may be an unwelcome spotlight on the regulation of family offices. This has led to concerns, particularly in the United States, that new disclosure requirements may now be imposed on family offices.

The issue has been highlighted by the $10 billion losses caused to a number of major banks as a result of providing prime brokerage finance to Archegos to invest in the stock market.

May 13, 2021

Providing loans to companies has historically been one of the main components of commercial banking activity and goes back hundreds of years. Today, private debt comes in many forms, but most commonly involves non-bank institutions making loans to private companies based on the cashflows generated by the respective business, or for the acquisition of a hard asset (eg, real estate) or acquiring existing loans on the secondary market.

Providing loans to companies has historically been one of the main components of commercial banking activity and goes back hundreds of years. Today, private debt comes in many forms, but most commonly involves non-bank institutions making loans to private companies based on cashflows generated by the respective business, or for the acquisition of a hard asset (eg, real estate) or acquiring existing loans on the secondary market.

May 12, 2021

Being heavily concentrated in a single area and/or business is often the backstory to the creation of wealth in many family instances. US Trust and Campden Research conducted a longitudinal study on family office investing and found that more than 70% of their sample identified that the source of the family wealth originated from the core family business, with 60% having an ongoing operating business.

Being heavily concentrated in a single area and/or business is often the backstory to the creation of wealth in many family instances. US Trust and Campden Research (1) conducted a longitudinal study on family office investing and found that more than 70% of their sample identified that the source of the family wealth originated from the core family business, with 60% having an ongoing operating business.

May 10, 2021

Manchester United owner Joel Glazer promises angry fans investment and consultation, Warren Buffett’s heir apparent is deal-maker Greg Abel, Bill and Melinda Gates to divorce but continue charitable foundation.

Manchester United owner Joel Glazer promises angry fans investment and consultation

Apologetic co-chairman Joel Glazer has sought to reassure Manchester United fans he and his US billionaire family “care deeply” about the English Premier League football club they own and pledge greater investment and fan consultation.

May 7, 2021

Does it make sense to professionalise the management of my wealth (or that of my family), treating it in a manner comparable to how I treat my company or other businesses? In other words, should we create a family office?

Does it make sense to professionalise the management of my wealth (or that of my family), treating it in a manner comparable to how I treat my company or other businesses? In other words, should we create a family office?

May 5, 2021

We see both positives and negatives to President Biden's proposals. It all comes back to a family’s balance sheet, how their wealth is structured and importantly, their goals and objectives. Some moves the president is making on the tax front will of course impact a family’s tax liabilities negatively.

We see both positives and negatives to President Biden's proposals. It all comes back to a family’s balance sheet, how their wealth is structured and importantly, their goals and objectives. Some moves the president is making on the tax front will of course impact a family’s tax liabilities negatively.

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