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July 12, 2021

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

Business families have demonstrated their resilience during the Covid-19 pandemic, but some principals are concerned the storm clouds of inflation are gathering over their roads to recovery.

April 27, 2021

The whole ‘death of the office’ shtick has been subject to many articles over the last six months, but this is not one of them. It is, however, about how offices remain an investable asset, how the perception of offices is changing and why family offices should be looking to acquire them sooner rather than later.

The whole ‘death of the office’ shtick has been subject to many articles over the last six months, but this is not one of them. It is, however, about how offices remain an investable asset, how the perception of offices is changing and why family offices should be looking to acquire them sooner rather than later.

Currently, there is a unique window of opportunity, particularly in the regions, as a large chunk of the institutional and fund investor population is currently sitting on the side-lines.

March 26, 2021

Family and legacy go hand in hand and most families in business have a desire to connect and contribute to sustaining their legacy across the generations. One way we do this is by sharing and maintaining the things we value, such as important traditions, milestones, personal histories and the family’s beliefs and principles.

Family and legacy go hand in hand and most families in business have a desire to connect and contribute to sustaining their legacy across the generations. One way we do this is by sharing and maintaining the things we value, such as important traditions, milestones, personal histories and the family’s beliefs and principles.

March 5, 2021

The Chancellor laid out a supportive package of measures to help businesses, while having one eye on a longer-term plan to balance public finances. Despite recent speculation about changes to Inheritance Tax, Capital Gains Tax, and the introduction of a Wealth Tax, the current thresholds have been maintained for the time being.

The Chancellor laid out a supportive package of measures to help businesses, while having one eye on a longer-term plan to balance public finances. Despite recent speculation about changes to Inheritance Tax, Capital Gains Tax, and the introduction of a Wealth Tax, the current thresholds have been maintained for the time being.

February 24, 2021

Family business leader turned coach Philip Mackeown is calling on families to emerge from the Covid-19 crisis with an “additional font of courage within” and for their successors who must carry the businesses—and the family—forward.

Family business leader turned coach Philip Mackeown is calling on families to emerge from the Covid-19 crisis with an "additional font of courage within" and for their successors who must carry the businesses—and the family—forward.

February 11, 2021

ESG has been at the heart of the investment process of Amundi’s corporate private debt funds since 2014. Integrating ESG into private debt is part of Amundi's strategy to be a leading asset manager in ESG. 

ESG has been at the heart of the investment process of Amundi’s corporate private debt funds since 2014. Integrating ESG into private debt is part of Amundi's strategy to be a leading asset manager in ESG. 

The corporate private debt team at Amundi has two objectives, namely to reduce certain risk factors in their portfolios and to support companies’ efforts to improve their ESG practices.

But how are ESG criteria integrated within the investment and tracking processes? And how does it translate in to practical terms? 

February 5, 2021

Statistics from the UK government’s tax office show the amount of Inheritance Tax (IHT) families are paying has soared from £2.9 billion ($3.9 billion) in 2011-12 to £5.2 billion ($7.1 billion) in 2019-20—this in part reflects the rise in asset values since 2008, and in particular skyrocketing property prices in London and the south-east of England.

Statistics from the UK government’s tax office show the amount of Inheritance Tax (IHT) families are paying has soared from £2.9 billion ($3.9 billion) in 2011-12 to £5.2 billion ($7.1 billion) in 2019-20—this in part reflects the rise in asset values since 2008, and in particular skyrocketing property prices in London and the south-east of England.

January 21, 2021

Somewhere in a cupboard, I have a set of eight contract notes dated 8 January 1975, when I invested—upwards of £100 per holding!—in a range of UK equities. Reader, I called the bottom of the market—a dangerous thing for a young man to do.

Somewhere in a cupboard, I have a set of eight contract notes dated 8 January 1975, when I invested—upwards of £100 per holding!—in a range of UK equities. Reader, I called the bottom of the market—a dangerous thing for a young man to do.

January 6, 2021

In a recent family business event, a couple of young family business owners were asking questions around their role, finding their place and their individual voice. Questions motivated by their respective positions as heirs, beneficiaries, descendants, inheritors and ‘next-in-line’.

In a recent family business event, a couple of young family business owners were asking questions around their role, finding their place and their individual voice. Questions motivated by their respective positions as heirs, beneficiaries, descendants, inheritors and ‘next-in-line’.

Any one of these descriptions are representative of considerable responsibilities and accepted norms. Taken together, they represent the range and depth of the obligations, paths and expectations which together are captured in one word: successor.

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