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preservation

October 3, 2021

Family philanthropists agree the Covid-19 pandemic has accelerated their sustainable investments, not only driven by their re-evaluation of wealth with purpose priorities, but also by changing consumer expectations and gainful market returns.

Family philanthropists agree the Covid-19 pandemic has accelerated their sustainable investments, not only driven by their re-evaluation of wealth with purpose priorities, but also by changing consumer expectations and gainful market returns.

September 26, 2021

Family principals engaged in sustainable investing welcome the rising interest among private wealth holders in investing to tackle the climate crisis, but some warn real world action must follow and insist families can take the lead in positive change.

Family principals engaged in sustainable investing welcome the rising interest among private wealth holders in investing to tackle the climate crisis, but some warn real world action must follow and insist families can take the lead in positive change.

Some families said they see environmentally sustainable investing as a way for private and public investors to collaborate. Others see the discipline as a core family business value, or as part of a broader trend in environmental, social and governance investing over centuries.

July 28, 2021

Much has been written about "The Great Wealth Transfer" that is expected to happen over the coming years as Baby Boomers pass their wealth to next generations. Both the estimates of what value is to pass, by inheritance or gift, and the timeline over which this is to happen vary widely. 

Much has been written about "The Great Wealth Transfer" that is expected to happen over the coming years as Baby Boomers pass their wealth to next generations. Both the estimates of what value is to pass, by inheritance or gift, and the timeline over which this is to happen vary widely.

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.

July 7, 2021

Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.

Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.

July 2, 2021

As we emerge from the aftermath of Covid-19, we have a golden opportunity to reboot capitalism, and purpose is the most effective source code to start with to reset how business can be a force for good.

As we emerge from the aftermath of Covid-19, we have a golden opportunity to reboot capitalism, and purpose is the most effective source code to start with to reset how business can be a force for good.

This means prioritising listening, learning, compassion and involvement as our new pillars for innovation and growth. Companies must adopt a mindset of giving more than taking, choosing the future over the present, and public good over self-preservation.

May 26, 2021

The British royal family, like many family businesses, has had its share of difficulties lately. Prince Harry, previously viewed as one of the great modernising influences, has become more distant from the traditional business after marrying Meghan Markle.

The British royal family, like many family businesses, has had its share of difficulties lately. Prince Harry, previously viewed as one of the great modernising influences, has become more distant from the traditional business after marrying Meghan Markle.

Meanwhile, his father Prince Charles has been waiting many years to take over; his uncle, Prince Andrew, has been caught up in an international scandal; and to cap it all, the Queen recently lost her husband, Prince Philip, after 74 years of marriage.

May 7, 2021

Does it make sense to professionalise the management of my wealth (or that of my family), treating it in a manner comparable to how I treat my company or other businesses? In other words, should we create a family office?

Does it make sense to professionalise the management of my wealth (or that of my family), treating it in a manner comparable to how I treat my company or other businesses? In other words, should we create a family office?

February 12, 2021

A Canadian next-generation entrepreneur says more families are investing sustainably in forestry to achieve their impact goals and for the long-term inflation-proof returns of timber as an asset in their portfolios.

A Canadian next-generation entrepreneur says more families are investing sustainably in forestry to achieve their impact goals and for the long-term inflation-proof returns of timber as an asset in their portfolios.

Michael Ackerman (pictured), 38, is the president and chief executive of EcoForests Asset Management. His socially responsible boutique forestry investment management company is headquartered in Toronto and operates 45 plantations in Latin America.

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