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Investment

January 1, 2003

Good corporate governance should extend to all areas of a family business, including its philanthropic ventures

Robert R Patterson is a member of FBN in Lausanne and is a Principal of ASC Advisory Group, Charlottesville, Virginia, USA.

Note: The article is based on several real-life cases, but names have been changed.

Good corporate governance should extend to all areas of a family business, including its philanthropic ventures

January 1, 2003

The role of the family office has become the subject of much debate as the need to rethink the approach to family wealth management becomes more apparent. Changes in the provision of professional advice, and its increasing complexity, mean that its purchase now requires considerable expertise

Michael Maslinski is a director of strategy and marketing consultant at Maslinski & Co.

The role of the family office has become the subject of much debate as the need to rethink the approach to family wealth management becomes more apparent. Changes in the provision of professional advice, and its increasing complexity, mean that its purchase now requires considerable expertise

January 1, 2003

The FBN conference presented many opportunities for delegates to learn about issues affecting family businesses

Sabine Klein is a Research Fellow at INSEAD Fontainebleau, teaching family business at the University of Trier, and an associate with The Family Business Consulting Group, Marietta, GA, USA.

Justin Craig is a Postgraduate Research Fellow in the Department of Entrepreneurship and Family Business and an Associate of the Australian Centre for Family Business at Bond University in Australia.

Ken Moores is the founding and current Research Director of the Australian Centre for Family Business, Bond University, Australia.

November 1, 2002

In the third and final article of our series on investing in gold, Katharine Pulvermacher explains the choices available to investors

Katharine Pulvermacher is Manager of Investment Research at the head office of the World Gold Council.

In the third and final article of our series on investing in gold, Katharine Pulvermacher explains the choices available to investors

Finding a safe home for one's assets has become a much greater challenge to family offices than it was during the years of plenty that characterised the last decade of the 20th century.

September 1, 2002

Globalisation has revealed the widening gap between the wealthy and the poor of the world. But instead of pouring yet more aid into poverty-stricken areas, responsible investment, in particular the provision of financial services to poor entrepreneurs, has been found to be a more effective social and economic development tool – and a great way for family businesses to give back to society

Melchior de Muralt is Vice President, Blue Orchard Finance Ltd and Partner at Pury Pictet Turrettini &Cie Ltd. Jean-Philippe de Schrevel is Director of Blue Orchard Finance Ltd.

Globalisation has revealed the widening gap between the wealthy and the poor of the world. But instead of pouring yet more aid into poverty-stricken areas, responsible investment, in particular the provision of financial services to poor entrepreneurs, has been found to be a more effective social and economic development tool – and a great way for family businesses to give back to society

September 1, 2002

Voluntary contributions to society – philanthropy – is one of the oldest ways an individual can communicate with others. Historically, the role of the state may have seen a gradual decline, but private initiative has now become more important than ever and family businesses should realise the significance of establishing their own philanthropic institutions

Rupert Graf Strachwitz has worked as a consultant to philanthropists and foundations for over 15 years after a career in the not-for-profit sector. In 1989 he founded Maecenata Management, the first consultancy to specialise in this area in Germany. Since 1997, he has been the director of a research institution, the Maecenata Institute for Non-profit Studies. He currently sits on the German Federal Parliamentary Commission on Civic Engagement and serves on the board of a number of foundations at home and abroad.

September 1, 2002

Family trusts, set up to take care of the welfare of family members, are often a source of confusion for beneficiaries. Education about the specific details of trusts is as important as legal structures and will ensure the long-term success of the family business

Patricia M Angus is a lawyer and consultant to high net worth families on governance and philanthropic planning. She is Counsel to Day, Berry & Howard in New York.

Family trusts, set up to take care of the welfare of family members, are often a source of confusion for beneficiaries. Education about the specific details of trusts is as important as legal structures and will ensure the long-term success of the family business

June 1, 2002

The ultimate challenge is to create the global ‘family business’ focused on improving the health of the global economic system. How can you contribute your business knowledge and finance to the welfare of those in need – and sustain profit?

Rinaldo S Brutoco is President of the World Business Academy, which he founded in 1986. He is also Principal of the ShangriLa Group, his private consulting organisation and is co-author of several books, including Profiles in Power and New Paradigms in Business.

The ultimate challenge is to create the global 'family business' focused on improving the health of the global economic system. How can you contribute your business knowledge and finance to the welfare of those in need – and sustain profit?

June 1, 2002

Increasingly, family business members expect a far more specialist knowledge in asset management from their advisors and it is up to the potentional advisors to be able to supply relevant and informed advice, taking into account their client’s individual needs

Maurice Smith is a business journalist with 20 years' experience in newspapers and broadcasting. He is the author of Great Scots Families in Business.

Increasingly, family business members expect a far more specialist knowledge in asset management from their advisors and it is up to the potentional advisors to be able to supply relevant and informed advice, taking into account their client's individual needs

A successful British business-owning family decides to sell out to an American rival, after months of deliberation.

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