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The missing link for family offices
Families can face a deluge of competing challenges when managing their wealth which is why successful families rely on an ‘expert generalist’ to safeguard their interests. Linda C. Mack and Michael Zeuner outline why the role of a family office “quarterback” is vital to families, what to look for in an ideal candidate, and where to look.

Families can face a deluge of competing challenges when managing their wealth which is why successful families rely on an ‘expert generalist’ to safeguard their interests. Linda C. Mack and Michael Zeuner outline why the role of a family office “quarterback” is vital to families, what to look for in an ideal candidate, and where to look.

Wealth & Purpose: Freedom from wealth
Are you able to answer what purpose your wealth has? In this Q&A, the first in a regular series, Charles Lowenhaupt reflects on how family wealth has enabled a generational tradition of helping and counselling others – while reaching self-actualisation in the process.

Charles A Lowenhaupt

Are you able to answer what purpose your wealth has? In this Q&A, the first in a regular series, Charles Lowenhaupt reflects on how family wealth has enabled a generational tradition of helping and counselling others – while reaching self-actualisation in the process. 

Running from the family?

Henry Hirzel

When it comes to handing over the reins to successors, the odds are stacked against family businesses. Around 70% of families fail to properly pass their business or wealth to the next generation. One of the biggest reasons is that half of families lack a succession plan: a process for identifying and nurturing people to become leaders in the business.

Letter from the US: Sunny with a chance of succession issues

Bruce Love

What’s the forecast for family businesses in America? If it were a weather bulletin it would be a generally sunny outlook but with a persistent chance of showers. 

Five things you'd never do as CEO (So why does your financial adviser let you do it?)

Charlotte Beyer

If you buy into the premise from my book Wealth Management Unwrapped that you are the figurative CEO of My Wealth, Inc, you will be business-minded in your approach to your wealth. However, most individuals continue to do five things they would never do if they were running a business.

What were you expecting from a landslide Republican victory?

Bruce Love

Around Thanksgiving I caught up with Corey Boles, US analyst for political consultancy Eurasia, and we talked turkey about what family businesses might expect from inside the Beltway this year.

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