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Family Offices Embrace Outsourcing: Study

Family offices across the globe are increasingly outsourcing more functions, new research from Ocorian suggests.

The global study, which surveyed 301 senior executives including 50 family office investment managers in November 2023, found a staggering 98% of family office professionals plan to increase the level of outsourcing at their organisation over the next three years.

Image of 3 people of different ages discussing Wealth Transfer Challenges

Wealth Transfer Challenges for Family Businesses

Shaping Your Legacy – Mistakes to Avoid

Who will receive your estate when you die? Will your estate pass in accordance with your wishes?

The estate planning needs of high-net-worth individuals (HNWI’s) require sophisticated and complex estate planning arrangements. Surprisingly, a high proportion of people fail to properly plan for the passing of their wealth to the next generation. Inadequate attention to proper estate planning can often result in unintended consequences and poor outcomes for beneficiaries.

"Where there's a Will, there's what?" depicting a Lawyer explaining contents of a Will

Where There’s a Will, There’s What?

The question “Where there’s a Will, there’s what?” brings to mind a series of possible answers.
Truth is, family businesses have a unique set of challenges and opportunities that require careful planning and consideration to ensure the long-term success of the business and the subsequent longevity of your family dynasty.

Image of snake in the grass with caption "The problem with snakes is that they often strike when you least expect it"

The Problem With Snakes

The problem with snakes is that they often strike when you least expect it!

Relatives of a deceased family member often act in the same manner!

Image of Aretha Franklin, known for her song "Respect"

RESPECT!

We are guessing that most of you will immediately recognise this face, especially if you were born somewhere between 1940 and 1980.

It is of course the legendary…..

ARETHA FRANKLIN

Aretha’s ‘trademark’ hit is “Respect” – released in 1967. Those of us who were around at the time also remember these hits that have also become classics – hit songs such as:
“I Never Loved a Man (The Way I Love You)”,
“(You Make Me Feel Like) A Natural Woman”,
“Chain of Fools”,
“Think” and
“I Say a Little Prayer”.

Click on the image below to hear Aretha singing her hit song – “Respect“. ENJOY –

Image of vultures with caption Do These Belong to You?

Are These Yours? Waiting, Waiting…

Whenever I see photos of these birds, they remind me of something I have seen many, many times over.

Can you guess what that is?

Well, it’s comparable to the potential beneficiaries of an estate just waiting for the opportunity to pick over the bones of the deceased’s remains. And when that opportunity does arise, what a war it can be!

Man covering head with box with caption Ignorance is Bliss! Or Is It?

“Ignorance is Bliss” – Or Is It?

Ignorance is bliss, or so they say. But is it really? As an ignorant person myself, I can confidently say that it is indeed blissful. Let me explain.

Image of ostrich with head buried in sand with caption You Can't Hide From the Truth

Are You Prepared for the Truth?

THE TRUTH IS – YOU .. ARE .. GOING .. TO .. DIE!

You may not like the idea but that’s the reality. The only question that remains is – “Have you prepared for that eventuality?”.

Image of celebrities with caption Dying Intestate - Will That Be You?

Dying Intestate. Will That Be You?

Dying intestate. It’s a human characteristic that most people don’t really like to think about their own mortality.

Unfortunately, this often leads to them failing to make adequate estate planning provisions for their eventual death. Even to the point of not having a Will in place.