Newest Insights about Governance
Simple Expert Erik Solum shares insights on the importance of establishing a family office for affluent families in Australia and beyond - highlighting key benefits, including financial management, succession planning, and governance. He covers practical tips on creating a strategic plan to help preserve and grow family wealth across generations.
All Insights about Governance
Do you need a family office?
GovernanceSimple Expert Erik Solum shares insights on the importance of establishing a family office for...
The history of family office regulation
LegalThe collapse of Archegos Capital Management heightened calls for regulation of an untamed industry...
How to create multi-generational wealth
OperationsCreating multi-generational wealth isn't only about finances and investments to last across...
Next-generation transition: how to prepare to pass the family business on
GovernancePreparing the next generation to take over the family business requires some thought, but it...
The case for interdependence in a family business
GovernanceInterdependence, where there is mutual reliance on other family members, signifies that there is an...
The philosophy and principles of family governance
GovernanceA successful family is measured by more than its wealth. Following three simple guiding principles...
How family offices can deal with death in the family
GovernanceThe hardest part of dealing with death is realising that all you have are memories of yesterday and...
Managing conflict within a family business
ForesightConflict and turbulence within a family – and a family business – are nothing new. If not...
Family office running costs are rising – and why that’s a good thing
DigitalIn 2020, the costs of running a family office rose, with most of these attributed to staffing and...
The impact of matriarchal and patriarchal roles in family business
GovernanceMost families have an anchor, often identified as a matriarchal or patriarchal figure. A dominant...
The unique governance challenge of mixed culture families
GovernanceGlobalisation has seen the world become a global village. In this global village, a new complexity...
The future of the family office wealth advisor
LeadershipFamily offices come in many shapes and sizes, as do the advisors who serve them. Increased...
Successful on and off the stock exchange – governance practices in family firms
GovernanceThe stock exchange and family firms – two irreconcilable terms upon first glance. Going public...
Seven governance risks that could impact your family office
GovernanceThe need for privacy and more control over wealth and assets has seen the number of family offices...