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family wealth

December 15, 2015

Widespread access to digital information and social media could be driving ultra-high net worth millennials to engage more on philanthropy and impact investing, says the author of a new report that is focussed on the next generation’s attitudes to wealth. 

Widespread access to digital information and social media could be driving ultra-high net worth millennials to engage more on philanthropy and impact investing, says the author of a new report that is focussed on the next generation’s attitudes to wealth.

May 29, 2015

A new wave of successful multi-generational family businesses is expected to emerge from the current class of self-made billionaires, new research predicts.

A new wave of successful multi-generational family businesses is expected to emerge from the current class of self-made billionaires, new research predicts.

The 2015 Billionaires Report said data analysis of 1,300 billionaires from the last 19 years showed most US and European self-made billionaires choose to keep their businesses that built their wealth (60%), with one-third (30%) selling pieces of their business via an IPO or trade sale, while 10% cash out.

May 28, 2015

Australia’s wealthiest woman, Gina Rinehart, has been order by the supreme court to pass control of the family trust to her daughter, ending a four-year feud with two of her children, and loosening her grip on the family firm.

Australia’s wealthiest woman, Gina Rinehart, has been order by the supreme court to pass control of the family trust to her daughter, ending a four-year feud with two of her children, and loosening her grip on the family firm.

The second-gen to a iron ore mining empire, Hancock Prospecting, Rinehart changed the vesting date of the multi-billion dollar Hope Margaret Hancock Trust in 2011 to 2068, just days before it was due to pay out.

December 17, 2013

The UK’s ultra-high net worth individuals rank equities as the best investment to sustain wealth for the next generation, according to a new survey examining investment predictions for the next three decades.

The UK’s ultra-high net worth individuals rank equities as the best investment to sustain wealth for the next generation, according to a new survey examining investment predictions for the next three decades.

According to The world in 2043: wealth strategies for intergenerational success, launched by multi family office Fleming Family & Partners (FF&P), British adults will hand down as much as £5 trillion (€5.9 trillion) over the next three decades.

June 20, 2012

Many wealthy baby boomers are considering not leaving their children an inheritance in favour of giving their money to charity.

Many wealthy baby boomers are considering not leaving their children an inheritance in favour of giving their money to charity.

That’s one of the findings of research by US Trust, part of the global wealth and investment management unit of Bank of America, which looked at 642 Americans with at least $3 million (€2.36 million) in investible assets and found big variations in how different generations view wealth transfer.

February 26, 2009

There seems to be a growing feeling that traditional family offices are failing families of substantial wealth. Family office executives talk about the revolving door of employment; family members are trying harder and harder to find the model that should work for all families; and new conference companies sprout like weeds to offer advice to family offices.

There seems to be a growing feeling that traditional family offices are failing families of substantial wealth. Family office executives talk about the revolving door of employment; family members are trying harder and harder to find the model that should work for all families; and new conference companies sprout like weeds to offer advice to family offices.

May 1, 2005

Family Wealth – Keeping it in the Family
by James E. Hughes

Christine Harland is director of Camden Writers. www.camdenwriters.com

Family Wealth – Keeping it in the Family
by James E. Hughes

The table of contents is fairly traditional for a book on family wealth preservation: Investor allocation, the family bank, mission statements and peer review. What is less traditional is Hughes' assertion that unless the family has defined and incorporated a spiritual component into their long-term plan, none of the rules of good governance will make sense.
 

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