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wealth transfer

November 21, 2019

Succession by virtue of birth and family dynamics is a phenomenon that occurs quite frequently. We see it on the news or because it is happening in the organisation we work for, or simply because it’s happening in our family owned business. The successor is handed over the reins of the business, but can he or she run the business? What are the factors that determine the success of the succession? Can this be left to chance or “It runs in the blood” factor?

Succession by virtue of birth and family dynamics is a phenomenon that occurs quite frequently. We see it on the news or because it is happening in the organisation we work for, or simply because it’s happening in our family owned business. The successor is handed over the reins of the business, but can he or she run the business? What are the factors that determine the success of the succession? Can this be left to chance or “It runs in the blood” factor?

It’s time for millennials to take up the mantle

September 25, 2019

Rapid growth in the number of ultra-wealthy individuals worldwide has slowed to a crawl and their total wealth has dropped for the first time in three years to $32.3 trillion.

Rapid growth in the number of ultra-wealthy individuals worldwide has slowed to a crawl and their total wealth has dropped for the first time in three years to $32.3 trillion.

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.

April 18, 2018

Western and Middle East family investors should be prepared to engage families in Asia and China as a new generation of globalised next-gens take ownership from their ageing founders in the coming decade.

Western and Middle East family investors should be prepared to engage families in Asia and China as a new generation of globalised next-gens take ownership from their ageing founders in the coming decade.

This was among the insights heard by international family business principals and significant investors when they attended the East Meets West Discovery Seminar, the second annual private event hosted by Campden Wealth in London yesterday.

March 28, 2018

With an estimated $4 trillion expected to be passed down within a generation in North America and the UK alone, robust succession planning is paramount—but it can cause dilemmas. What are the options for those family business owners who are now approaching retirement, but whose children and grandchildren are either interested in pursuing alternative careers or too young to take on the business?

With an estimated $4 trillion expected to be passed down within a generation in North America and the UK alone, robust succession planning is paramount—but it can cause dilemmas. What are the options for those family business owners who are now approaching retirement, but whose children and grandchildren are either interested in pursuing alternative careers or too young to take on the business?

August 7, 2017

Gry Osnes, editor of Family Capitalism: Best Practices in Ownership & Leadership, continues her discussion of 10 core disciplines based on the research she supervised into the strategic and entrepreneurial approaches taken by successful family enterprises. After her first five principles last week, here are her final five.

Gry Osnes, editor of Family Capitalism: Best Practices in Ownership & Leadership, continues her discussion of 10 core disciplines based on the research she supervised into the strategic and entrepreneurial approaches taken by successful family enterprises. After her first five principles were explored last week, here are her final five.

July 28, 2017

A third of wealthy individuals will pass on their fortunes to their children during their lifetimes and a fifth will transfer their business to their next generation while still alive, says research by Lloyds Private Bank.

A third of wealthy individuals will pass on their fortunes to their children during their lifetimes and a fifth will transfer their business to their next generation while still alive, says research by Lloyds Private Bank.

July 4, 2017

Several high profile cases in past months show why wealth succession and planning in Asia can differ markedly from Europe and North America 

Several high profile cases in past months show why wealth succession and planning in Asia can differ markedly from Europe and North America. Sharon Lim reports 

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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