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November 6, 2018

Private equity accounts for 22% of the average family office portfolio worldwide and interest is rocketing among families, a new study by Campden Research says.

Private equity accounts for 22% of the average family office portfolio worldwide and interest is rocketing among families, a new study by Campden Research says.

The new Private Equity Investing and Co-Investment Activity by Family Offices report, released today, said interest in the asset class in the family office community continued to grow, driven mainly by outsized returns and the availability of opportunities “that are deemed superior to those within public equities”.

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.

August 24, 2018

Grosvenor’s Wheatsheaf invests in Australian AgTech firm, Maersk makes pioneering Arctic voyage, and three family-backed investors take stake in Swedish food app Karma. 

Grosvenor’s Wheatsheaf takes £8m stake in AgTech firm

Britain’s wealthiest land-owning family has completed an £8 million ($10.3 million) transaction for a minority stake in AgriWebb, the Australian market leader in livestock farm management software.

August 9, 2018

A 29% fall in the number of non-domiciled taxpayers in the UK could be a symptom of ultra-high net worth families and investors seeking other places to base themselves.

A 29% fall in the number of non-domiciled taxpayers in the UK could be a symptom of ultra-high net worth families and investors looking to move elsewhere.

Statistics released at the end of July by HM Revenue & Customs (HMRC) show the number of so-called “non-doms” was 91,000 in the 2016/17 tax year, compared with 120,000 the year before.

August 1, 2018

Industrial foundations lock up generations of family wealth. But what they lack in flexibility they compensate in prospects for long-term prosperity. Scott McCulloch reports

Industrial foundations lock up generations of family wealth. But what they lack in flexibility they compensate in prospects for long-term prosperity. Scott McCulloch reports

Foundations have deep roots in privately-held enterprises, especially in northern Europe’s high-tax jurisdictions. The business model is imperfect, but goes a fair way towards preserving multigenerational wealth.

July 23, 2018

Serving two masters can be a recipe for disaster, yet many large family businesses operate successful two board systems which separate the daily management from a supervisory board with a broader mandate. Is a supervisory board right for your family business? Or is the added level of decision-making a hindrance? Daniel Bardsley reports

Serving two masters can be a recipe for disaster, yet many large family businesses operate successful two board systems which separate the daily management from a supervisory board with a broader mandate. Is a supervisory board right for your family business? Or is the added level of decision-making a hindrance? Daniel Bardsley reports

Last year BMW sold more than 2 million vehicles under its own brand name, a record performance—even if it was not enough to catch arch-rival Mercedes-Benz.

July 16, 2018

Following the decision of the Greek court, it is now possible for spouses to submit separate individual annual tax returns depending on their tax residency.

This decision comes as a solution to the problem of married couples who live separately due to various reasons, such as when one of them lives abroad because of professional engagements. 

Following the decision of the Greek court, it is now possible for spouses to submit separate individual annual tax returns depending on their tax residency.

This decision comes as a solution to the problem of married couples who live separately due to various reasons, such as when one of them lives abroad because of professional engagements.

July 12, 2018

The Chinese proverb “wealth never survives three generations” has an equivalent in many cultures and has appeared in writing over centuries. The international notion that the first generation builds wealth, the second spends and otherwise mismanages it, and the third is left with nothing, isn’t just a platitude, though.

The Chinese proverb “wealth never survives three generations” has an equivalent in many cultures and has appeared in writing over centuries. The international notion that the first generation builds wealth, the second spends and otherwise mismanages it, and the third is left with nothing, isn’t just a platitude, though.

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