Building An Investment Thesis From Global Shifts to Local Strategy: Crafting a Resilient Investment Outlook Megatrends, Top-down Considerations As part of the 2023 AFR Business Summit, politicians and business leaders urged inves ...
February 2023 Steve Jobs first revealed the iPhone to the world on January 9, 2007. The phone blew away consumers and quickly became Apple’s most successful product ever. There have since been 2.2 billion iPhones sold and Apple has become the wor ...
April 2023 Silicon Valley Bank (SVB), specializing in catering to the unique banking needs of startups, positioned itself as a trusted financial institution to nearly half of all startups in the United States who contributed the lion’s share of i ...
Three months in Uruguay, and what one small nation taught us about trust, family and building for generations. "When we thought we had all the answers, suddenly all the questions changed." — Mario Benedetti When we arrived in Uruguay, we c ...
Families often underestimate how pivotal education and communication are to long-term continuity. Research shows that next-generation members frequently feel under-informed about the family’s future, and many lack the structured learning, dialogue, and exposure required to become confident stewards of the legacy.
From Operator to Architect How Founders Can Shape What Comes Next Executive Summary What is the greater gift — entrusting your children with the business you built, or freeing them to pursue a life they choose for themselves?For many foun ...
From Agreements to Alignment The missing piece in Family Governance Executive Summary Many families have already taken bold steps to institutionalise their legacy: constitutions have been signed, shareholder agreements notarised, family c ...
As families mature in wealth, their attention often turns from accumulation to influence: What do I want to leave behind? What impact should my life—and my family—have? While terms like “impact investing” and “philanthropy” dominate this conversation, many families are discovering that legacy isn’t about conforming to external labels or frameworks. Instead, it’s about identifying a deeply personal cause and putting resources—capital, time, relationships—into motion to shape the world in a way that resonates with who they are.
Wealthy family enterprises often underestimate how urgent and complex succession planning can be. Research shows that only about one-third of substantial families have any formal succession plan in place, and many next-generation members are neither involved nor prepared.
In today’s evolving landscape of wealth, legacy is no longer just about financial inheritance—it’s about identity, purpose, and the values that bind generations together. This report explores how forward-looking families are redefining legacy by aligning their capital, decisions, and family culture around a shared purpose. From codifying core values into enterprise governance to activating next-gen leadership through philanthropy and impact investing, we uncover the frameworks that help families move from wealth preservation to meaningful legacy creation.
Insights for Visionary Family Office Leaders Navigating the Next Frontier of Family Office Leadership Shaping the Future of Family Office Leadership As a leader of a thriving family office, you’ve mastered the art of stewarding ...
Founder First Pioneering Early-Stage Investments Investing in People, Not Just Products The phrase 'Founders First' is more than just a catchy mantra; it's a guiding principle that underscores the importance of exceptional founde ...
Investing in uncertain times In Volatile Times, Quality Leadership Is the Strongest Investment Investing in People, Not Just Products In uncertain times, where markets become more volatile, a common theme or solution presents it ...
