Currently there is a vogue to write about the noble philanthropic urges of the rich. Examples are given of enormous gift and pledges to charity, but little thought to the effective disinheritance of children, who may conceivably view such actions as very far from noble.
Creating wealth is considerably different than sustaining that wealth, particularly if you are
an entrepreneur or corporate executive. The path to this particular type of sustainability
can be a perilous one but a Family Office can smooth that path and ensure that it
remains clear for those who will inherit the wealth.
Dividends may have slipped from view in the late 20th century, eclipsed by more exotic investments, but investors are rediscovering their potential power as an important part of the pursuit of long-term total returns
It is a hard balancing act to capture upside moves in markets and exploit the divergence in returns while protecting from pullbacks. Nevertheless, often the toughest challenges reap the most lucrative rewards.
in light of the FSa’s recent report on ‘suitability’, charles Gowlland and Tommy Shillington, investment directors at Smith & Williamson investment management, highlight the importance of an accurate and ongoing assessment of client risk
at a first glance, family and social businesses may appear to come from different worlds.
Family businesses are strong drivers of our economies; they have their own networks;
the entrepreneurs are professionally advised in all areas by their own family office.
Executive Director, Jamie Cayer-Colvin discusses the benefits of co-investing with other families and what those of wealth need to think about before entering such an agreement.
In recent years much has been written on the benefits of investing in antiques, or more broadly speaking, the decorative arts. That is to say objects rather than pictures, which are classified as fine art.
An undervalued country within a fixed-currency will tend to inflation, an overvalued country to deflation. Within the dollar fixed-currency zone, “Chimerica,” China is undervalued – America, overvalued.
Imagine you have known about considerable family wealth for a number of years and you are
now about to receive a good share of it. A fortunate position but what are the ramifications
and how prepared are you?
