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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.

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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 billboard with neon sign message - Waiting for your inheritance? Good luck with that!

Waiting for Your Inheritance? Good Luck With That!

While you are waiting for your inheritance, it will pay to be mindful of the adage “Don’t count your chickens before they are hatched”.

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Bridging Generational Gaps: A Personal Story

Bridging Generational Gaps: A Personal Story
Hello. My name is Tony Skinner and this is my personal take on some of the factors needed for Family Office success, all of which are based on my experience in managing a Family Office.

image of a bust of Benjamin Franklin with caption - An Ounce of Prevention is Worth a Pound of Cure

An Ounce of Prevention is Worth a Pound of Cure

if you run a family business, it’s likely that your children or other family members are interested in taking over. You may be concerned about handing off the company to them or want to know how they can make it successful. Alternatively, you may wish to have an exit strategy that focuses on the sale of the business at some future time.

Either way, you need to secure the business with appropriate succession planning and asset protection strategies. By the way, this also applies to major personal assets such as the family home, art collections, jewellery and the like.

Succession Planning - Graphics Text caption Who Will Replace Me?

Succession Planning & Asset Protection – Part 2

In our previous article – Part 1 of Succession Planning & Asset Protection, we explored subject matter on:

The key benefits of succession planning for a family business
The challenges and risks associated with inadequate succession planning and the
Best practices for effective succession planning.
All of the abovementioned insights were directed at helping families to “getting it right when it comes to ensuring that the intergenerational transfer of wealth is set correctly”.

For the next episode on this journey, please – read on ….

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Succession Planning and Asset Protection

Family businesses are different. They 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.