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divest

November 8, 2021

Godrej family set to divide $4.1 billion empire, James Packer admits “oversights” and should have quit Crown Resorts, Luxury-leaning Exor to sell PartnerRe to Covea for $9 billion in revived deal.

Godrej family set to divide $4.1 billion empire

Godrej Group, the $4.1 billion family-controlled empire that declares it positively impacts the lives of one-third of India’s population every day, looks set to be amicably split between two branches.

The fourth-generation families of patriarch Adi Godrej (pictured left), 79, and his younger brother Nadir Godrej (pictured below), 70, are working on dividing the 124-year-old diversified group with their cousins Jamshyd Godrej, 72, and Smitha Godrej Crishna, 71, insiders reported.

October 28, 2021

The Albert family, the fifth-generation Australian music publishing dynasty that has devoted itself to impact investments, says clearly defining what positive impact means to them helps in their search for new opportunities, in benchmarking performance and in pursuing high returns.

The Albert family, the fifth-generation Australian music publishing dynasty that has devoted itself to impact investments, says clearly defining what positive impact means to them helps in their search for new opportunities, in benchmarking performance and in pursuing high returns.

The Sydney-based family behind their 140-year-old music company Alberts has two allocations in its portfolio which have become entirely impact focussed—the Alberts Impact Ventures fund and The Tony Foundation portfolio.

October 26, 2021

The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

If you add up all of the listed oil majors (BP, Royal Dutch Shell, ExxonMobil, Chevron etc) you get a market cap less than 40% of Apple’s $2.5 trillion (1). It looks decidedly like a one way track, reflecting an irreversible change to investor sentiment, indicative of a future no longer powered by fossil fuels.

August 20, 2021

Scholastic Corporation owner Richard Robinson Jr has cut family out of succession plan, Pritzker family’s Hyatt hotel chain doubles stake in luxury resorts, Richard Branson sells $300 million shares in Virgin Galactic.

Scholastic Corporation owner Richard Robinson Jr has cut family out of succession plan

The family behind the US publisher of Harry Potter and The Hunger Games is reportedly reviewing its legal options after its principal left the $1.2 billion business to his lover.

August 19, 2021

The Albert family of Australia is dedicating its almost 140 years of experience and passion for nurturing music talent and broadcast media to impact investing in a growing number of cultural, environmental and welfare pioneers.

The Albert family of Australia is dedicating its almost 140 years of experience and passion for nurturing music talent and broadcast media to impact investing in a growing number of cultural, environmental and welfare pioneers.

August 17, 2021

Charitable giving is increasingly becoming a keystone in ultra-high net worth family estate planning.  Therefore, in considering how to unwind an estate plan on divorce, thought must be given to how to disentangle the family’s charitable activities.

Charitable giving is increasingly becoming a keystone in ultra-high net worth family estate planning.  Therefore, in considering how to unwind an estate plan on divorce, thought must be given to how to disentangle the family’s charitable activities.

How a philanthropic programme can be bisected such that each party can pursue their own independent path depends significantly on the form of that programme; at its most complex it involves a close investigation of UK charity and trust law to determine the best way to separate the two individuals.

July 23, 2021

Agnelli family’s Exor linked to Armani, Zegna family lists luxury group via $3.2 billion SPAC, Les Wexner distances from L Brands with $2.2 billion share sale.

Agnelli family’s Exor linked to Armani

The Agnelli family that made its fortune in the Italian auto industry is expanding its interests in luxury goods with apparent overtures to Armani, only months after acquiring a quarter-stake in Christian Louboutin.

Agnelli scion John Elkann (pictured left), 45, the billionaire chairman and chief executive of Exor, the family-controlled holding company, has been in talks with fashion designer Giorgio Armani, Reuters reported.

June 7, 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?

April 13, 2021

Anheuser-Busch, Champagne Taittinger, Malt-O-Meal and The Wall Street Journal are some illustrative examples of the behaviour of family owners relinquishing the control of the business, not without expressing regret after the sale.

Anheuser-Busch, Champagne Taittinger, Malt-O-Meal and The Wall Street Journal are some illustrative examples of the behaviour of family owners relinquishing the control of the business, not without expressing regret after the sale.

In family businesses, the underlying processes of the divestment decision-making are not only driven by financial logics, but also by emotional logics. How do they play out across family business archetypes and what families can do to make the right decision of selling or not selling the business with limited regret?

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