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Investment

January 1, 2005

It takes a lot more than entrepreneurial spirit to sustain a family and its long-term business success – vision, values and planning also play a role. The key, as Amy Braden discovers, is integrating them

Amy Braden is a managing director of JPMorgan Private Bank and head of its Family Wealth Centre in New York. www.jpmorgan.com/privatebank

Wealthy families with problems – business disputes, wayward children, expensive divorces – make for tasty media fare. What you won't often find in the news, however, are the families who have mastered the delicate art of successfully stewarding collective wealth for the benefit of family and society alike.

November 1, 2004

Britain’s former primer minister John Major wanted wealth to “cascade down the generations” through pension reforms. Now New Labour is tinkering with future of family wealth. Is your family trust fund safe? Matt Pitcher explains

Matt Pitcher is a financial consultant at Towry Law.
mpitcher@towrylaw.com

Britain's former primer minister John Major wanted wealth to "cascade down the generations" through pension reforms. Now New Labour is tinkering with future of family wealth. Is your family trust fund safe? Matt Pitcher explains

The UK's recent proposed changes to pensions are the widest ranging since the introduction of personal pensions in the 1980s. What many people haven't grasped is how the changes will affect them, their companies and their staff.
 

November 1, 2004

Setting up a discretionary trust can help reduce an inheritance tax bill. But, as Iris Wuenschmann-Lyall explains, retiring family businesses owners can also retain a good measure of control over their enterprise

Iris Wuenschmann-Lyall is a consultant with Toby Harris Tax Consultancy.

Setting up a discretionary trust can help reduce an inheritance tax bill. But, as Iris Wuenschmann-Lyall explains, retiring family businesses owners can also retain a good measure of control over their enterprise

November 1, 2004

UK REITs could offer families the liquidity and diversification they search for without the hair-raising volatility of hedge funds and conventional stocks, says Melanie Stern

Melanie Stern is section editor of Families in Business magazine.

UK REITs could offer families the liquidity and diversification they search for without the hair-raising volatility of hedge funds and conventional stocks, says Melanie Stern

November 1, 2004

Global competitive pressures mean many of Europe’s family businesses will need to divest their non-core activities or raise fresh capital. Wealth managers say this will increase investor exposure to private equity. What happens next, asks Scott McCulloch

Scott McCulloch is editor of Families in Business magazine.

Global competitive pressures mean many of Europe's family businesses will need to divest their non-core activities or raise fresh capital. Wealth managers say this will increase investor exposure to private equity. What happens next, asks Scott McCulloch

November 1, 2004

A growing number of super wealthy US families and a decline in service at the banks that once catered to them have sparked an explosion in multi-family offices, according to a survey by Bloomberg and Family Office Management.

Scott Mcculloch is editor of Families in Business.

A growing number of super wealthy US families and a decline in service at the banks that once catered to them have sparked an explosion in multi-family offices, according to a survey by Bloomberg and Family Office Management.
 

November 1, 2004

Private equity can be a useful option for a family business pondering growth strategies or exit plans. But, as Richard Willsher explains, investors will be looking to gain some measure of control

Richard Willsher is a freelance journalist specialising in finance.

Private equity can be a useful option for a family business pondering growth strategies or exit plans. But, as Richard Willsher explains, investors will be looking to gain some measure of control

If the idea of introducing non-family equity into your business has never had much appeal it may be worth giving private equity a second look.

November 1, 2004

SRI and CSR are big buzzwords in the West, where the ethics of corporates seem largely bereft. Investors in the Far East are warming to the idea, finds Melanie Stern, but the region has its own set of hurdles to overcome

Melanie Stern is section editor of Families in Business magazine.

SRI and CSR are big buzzwords in the West, where the ethics of corporates seem largely bereft. Investors in the Far East are warming to the idea, finds Melanie Stern, but the region has its own set of hurdles to overcome

November 1, 2004

The wealth of families is usually invested in various asset classes including listed securities, real estate, hobby assets – not least the family business itself. How does the current leader pass on this wealth to the next generation, avoiding potential detriment to both business and family? Eduardo Schindler uses a case study to illustrate the dilemma

Eduardo Schindler is founder and CEO of 2thePoint in Zurich.

The wealth of families is usually invested in various asset classes including listed securities, real estate, hobby assets – not least the family business itself. How does the current leader pass on this wealth to the next generation, avoiding potential detriment to both business and family? Eduardo Schindler uses a case study to illustrate the dilemma

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