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September 15, 2021

Wealthy families, foundations and individuals with an estimated total net worth of $328 billion are accelerating their interests in sustainable and impact investing to an unprecedented level, propelled by the Covid-19 pandemic and climate crisis.

Wealthy families, foundations and individuals with an estimated total net worth of $328 billion are accelerating their interests in sustainable and impact investing to an unprecedented level, propelled by the Covid-19 pandemic and climate crisis.

An overwhelming majority surveyed by Campden Wealth in 2021 said the transition to net-zero emission was the “greatest commercial opportunity of our age”. Investors were aligning their portfolios with their climate-conscious commitments and the United Nations’ Sustainable Development Goals.

September 10, 2021

Chairman Kjeld Kirk Kristiansen secures Lego’s legacy with son’s succession, JCB heir Jo Bamford ventures into green hydrogen projects, JD.com founder Richard Liu makes way for successor.

Chairman Kjeld Kirk Kristiansen secures Lego’s legacy with son’s succession

Kjeld Kirk Kristiansen, the patriarch of the Danish family-owned toy giant Lego, says it is important to sustain the group’s legacy as he transfers control to his fourth-generation son.

August 17, 2021

Charitable giving is increasingly becoming a keystone in ultra-high net worth family estate planning.  Therefore, in considering how to unwind an estate plan on divorce, thought must be given to how to disentangle the family’s charitable activities.

Charitable giving is increasingly becoming a keystone in ultra-high net worth family estate planning.  Therefore, in considering how to unwind an estate plan on divorce, thought must be given to how to disentangle the family’s charitable activities.

How a philanthropic programme can be bisected such that each party can pursue their own independent path depends significantly on the form of that programme; at its most complex it involves a close investigation of UK charity and trust law to determine the best way to separate the two individuals.

August 17, 2021

Artificial intelligence, the ESG avalanche, increased global mobility and a virus that has turned lives upside down and shifted behaviour and one thing is clear: the world is not the same as it was some years ago and trying to plan for a transition in today’s environment is challenging at best.

Artificial intelligence, the ESG avalanche, increased global mobility and a virus that has turned lives upside down and shifted behaviour and one thing is clear: the world is not the same as it was some years ago and trying to plan for a transition in today’s environment is challenging at best.

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 26, 2021

Indian diamond merchant Savji Dholakia says the trust of family, staff welfare and environmental, social and governance values are his priorities in his $1.2 billion family business, with finance and growth the “by-products” of his lifelong enterprise.

Indian diamond merchant Savji Dholakia says the trust of family, staff welfare and environmental, social and governance values are his priorities in his $1.2 billion family business, with finance and growth the “by-products” of his lifelong enterprise.

The 59-year-old Hurun India Rich List principal, whose family business is managed by a team of four brothers (pictured below right), three partners and eight young adult children, also said he does not believe in planning his succession.

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 5, 2021

More families recognise the need to invest in the family capital as a means to sustain the financial capital of the family, Dr Kirby Rosplock says.

More families recognise the need to invest in the family capital as a means to sustain the financial capital of the family, Dr Kirby Rosplock says.

The family member turned recognised researcher, innovator, adviser, author and speaker in the family business and family office space tells CampdenFB about the shifts she is seeing take place in wealth management, investment strategy and technological sophistication within family offices in the wake of the Covid-19 pandemic.

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