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millennials

February 21, 2019

Millennials in the board room are best placed to embrace the digital revolution at their legacy family businesses, a family business expert says.

Millennials in the board room are best placed to embrace the digital revolution at their legacy family businesses, a family business expert says.

The world’s far-reaching technological shift was a factor in the break-up of the 115-year-old Danish family-owned business Maersk, according to Professor Philippe Pelé-Clamour (pictured), HEC Paris adjunct professor specialised in executive education.

November 29, 2018

The world’s business families are making the successful transfer of leadership to the next generation a higher priority than even the safeguarding of wealth in an era of disruption and uncertainty.

The world’s business families are making the successful transfer of leadership to the next generation a higher priority than even the safeguarding of wealth in an era of disruption and uncertainty.

New research by Stonehage Fleming said 69% of respondents spotlighted succession planning as one of their top three concerns for future financial organisation, followed by capital preservation (62%) and tax planning (48%).

November 5, 2018

Boomers are retiring in droves. Generation X is not far behind. Millennials are taking charge of family fortunes. Now what?

Boomers are retiring in droves. Generation X is not far behind. Millennials are taking charge of family fortunes. Now what?

Over the next 40 years, $30 trillion in financial and non-financial assets will pass from Baby Boomers to their heirs in North America, according to management consultants Accenture.

With so much capital in play private banks are keen to keep the millennial children of wealthy families sweet.

October 23, 2018

The management of risk is essential to the human experience. For families who may be targets for attempted fraud, extortion or, in extreme cases, personal security risks such as kidnapping, mitigation begins with consciousness of the risks and having the right underlying protections in place.

The management of risk is essential to the human experience. We do it every day, to greater and lesser degrees; planning travel, investing in businesses, crossing the road. Most of our essential life decisions involve at least a degree of risk and while these can be managed, they can rarely be eliminated entirely.

For families who may be targets for attempted fraud, extortion or, in extreme cases, personal security risks such as kidnapping, mitigation begins with consciousness of the risks and having the right underlying protections in place.

June 8, 2018

More than $35 billion was spent in over 11,000 impact investments last year and investors plan to commit 8% more capital in impact deals in 2018.

More than $35 billion was spent in over 11,000 impact investments last year and investors plan to commit 8% more capital in impact deals in 2018.

The Annual Impact Investor Survey of 229 global impact investors, released by the Global Impact Investing Network (GIIN) this week, reported that almost all respondents said their investments have “met or exceeded their expectations” for impact (97%) and financial (91%) performance.

October 25, 2017

The rise of the millennial consumer may well be the most profound demographic shift in history. Yet with daily news on crises, technology and politics, a longer-term trend like generational change is easily overlooked.

The rise of the millennial consumer may well be the most profound demographic shift in history. Yet with daily news on crises, technology and politics, a longer-term trend like generational change is easily overlooked.

When investors do focus on demographics as an investment theme, they concentrate on the ‘silver dollar’ of aging populations. And where they focus on millennial consumers, we see three key areas of misperception around millennials:

July 18, 2017

Two factors play a major role in the success of multigenerational wealthy families: they grow their assets well above their consumption rate, and they consistently develop family talent—generation after generation

Two factors play a major role in the success of multigenerational wealthy families: they grow their assets well above their consumption rate, and they consistently develop family talent—generation after generation. Developing new wealth creators in a family business is easier said than done. The question is also whether the next generation is even willing to follow in the parents’ footsteps.

July 10, 2017

Women, Millennial and second-generation clients are driving the growth of the global impact intermediary sector, says a non-profit member organisation for impact investors.

Women, Millennial and second-generation clients are driving the growth of the global impact intermediary sector, says a non-profit member organisation for impact investors.

Women, more often than men, were asking for impact related services (60% women, 40% men), Toniic found in its T100: Insights from Impact Advisors and Consultants.

June 8, 2017

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

Self-confidence in their self-taught business acumen is the recurring theme in Millennials & Wealth Transfer, a white paper by RBC Wealth Management looking at how HNW Millennials (average net worth - $ 5.8 million) acquire financial knowledge, handle the inheritance process and prepare their financial affairs.

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