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 …
When families plan their financial future, the conversation often focuses on assets — properties, businesses, investments, and valuable holdings. Yet wealth is only one side of the equation. Liabilities are an equally crucial yet …
Key performance indicators (KPIs) are essential for understanding family offices' financial health and performance. By aligning these KPIs with strategic goals, families can ensure that every decision supports immediate and long-term priorities. This article …
In financial reports, key performance indicators (KPIs) are essential tools for families and family offices managing multi-generational wealth. These metrics offer critical insights into financial health, performance, and risk, enabling informed decision-making and alignment …