Lessons in Governance, Power, and Family Alignment Rupert Murdoch’s recent succession settlement marked the end of one of the most closely watched family business stories in modern history. After decades of speculation and internal …
Most family offices manage assets, but more importantly, they manage legacies. And legacies aren’t built on numbers alone: they’re built on trust, alignment, and the ability to bring the right conversations into the open. …
Family enterprises are shaped as much by relationships and values as they are by financial results. Decisions often reflect a mix of tradition, personal dynamics, and long-term vision. Governance, in this context, provides a …
Portfolio valuations are critical yet often misunderstood tools in investment management. When executed consistently and interpreted correctly, they become one of the most powerful decision-making tools for investors and family councils. Whether you’re a …
Financial data is the foundation for smart decisions, regardless of whether you’re running a family office, advising clients, or managing your own investments. But let’s be honest: long tables of numbers and dense reports …
Wealth fragmentation occurs when shared family assets (whether from a business, investments, or property) are split among heirs over successive generations. It is one of the most significant threats facing multigenerational family enterprises. While …
Emotional intelligence (EI) refers to the ability to recognise, understand, manage, and respond to emotions, both your own and those of others. It involves using emotional awareness to guide behaviour and communication in constructive …
Running a family business means dealing with more than just products, services, and profits. Behind every financial decision, there are people—parents, siblings, cousins—each with their own values, dreams, and emotional ties to the business. …
Conflict is a natural part of life, especially in entrepreneurial families where business, legacy, and personal relationships are tightly connected. While some disagreements are healthy and lead to growth, unresolved conflicts can harm family …
Intentional wealth is wealth with a purpose — wealth that is not only accumulated but consciously structured, stewarded, and directed. It involves strategic planning to increase your worth, secure wealth transfer across generations, and …