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family office

November 9, 2022

Philanthropy is embedded in the fabric of wealth management. Whether it’s the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving, says BNY Mellon Wealth Management.

Philanthropy is top of mind for most affluent families. However, according to BNY Mellon Wealth Management’s Global Family Office Study, only 30% of family offices have documented strategies to deploy wealth in a truly meaningful way [1]. This disconnect is just one of several challenges that families face regarding philanthropic planning.

October 28, 2022

Helping the next generation learn leadership skills is possible in a virtual world. But it’s harder and we need to work harder at it, says Mark Essex.

Leading teams in a virtual world is harder. It requires effort, concentration and planning. But, for business leaders passing on their experience gained over a lifetime, it’s an investment. And the return is higher for family businesses.

October 14, 2022

In a tight labour market where talent is scarce, family business should make a virtue of their optionality and flexibility on this issue to attract talent, says Mark Essex.

The invention of email is 51 years old and has been a staple tool of office workers for at least 25 years. However, in that time we still haven’t really adopted a set of ubiquitous norms; we still receive hundreds of messages a day and use basically the same workflow for “Fancy a brew” as “Please see attached a multi-million pound contract”.

September 13, 2022

The Tasmanian chairman of KPMG Australia discusses the key issues families are facing, focussing on ESG issues and the advice he would give to his younger self.

Since joining multinational professional services network KPMG in 1983, Tasmanian-born Paul Green has worked across a range of disciplines, from audit to corporate recovery to management consultancy.

Paul’s pragmatic approach to problem solving, broad career experience and genuine interest in people makes him a great resource for family businesses and family offices looking to further establish themselves within the Asia-Pacific region.

September 6, 2022

Renowned clinical and consulting psychotherapist Dr. Paul Hokemeyer outlines how families can get started on a path of proactive holistic wellness.

Renowned clinical and consulting psychotherapist Dr. Paul Hokemeyer outlines how families can get started on a path of proactive holistic wellness.

September 2, 2022

With many employers introducing models that combine in-office and remote work, some of the more traditional family offices are still resisting the move to hybrid working. David Morel, CEO of Tiger Recruitment, asks, when the world around them is changing, what risks do they face if they hold back?

Hybrid working is gathering pace. Research consistently shows it is the arrangement most employees prefer, and increasingly employers are responding by introducing models that combine in-office and remote work. Even leading investment banks, including Deutsche Bank, BNP Paribas and Barclays, are committing to more flexible working.

July 29, 2022

As a family business coach and mentor who helps next-gen family business members to gain clarity and direction in their lives, Russ Haworth knows a thing or two about what makes multi-generational ultra-high-net-worth families tick.

As a family business coach and mentor who helps next-gen family business members to gain clarity and direction in their lives, Russ Haworth knows a thing or two about what makes multi-generational ultra-high-net-worth families tick.

July 21, 2022

KPMG’s Tom McGinness asks are family businesses role models for the future of work?

At the height of the pandemic, talent risk jumped 20 places in the 2020 KPMG CEO Outlook Survey [1], to become one of the leading threats to long-term growth. It was the first time in the history of the survey that the “People agenda” was seen as an urgent C-suite priority.

July 12, 2022

In an exclusive interview, psychologist and private family wealth consultant Dr. James Weiner discusses how to deal with the long shadows cast by successful and prominent family members.

In his new book, The Quest For Legitimacy: How Children Of Prominent Families Discover Their Unique Place In The World, psychologist and private family wealth consultant Dr. James Weiner explores what it’s like to live in the shadows of successful and prominent family members.

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