The recent Vanity Fair expose of the Ritossa FO conferences gives us pause to reflect on one of the most important sources of value for families: our networks. Our networks…
Read More
Navigating Wealth Beyond Rich Lists
In this article on &Simple, David takes a critical look at 'rich lists'. Despite their purported acclaim, ‘rich lists’ present a number of limitations in accurately ranking individuals based on...
Read More
In many countries, family businesses are a significant part of the economy and an engine room of economic growth. They carry certain attributes that are often a mix of positives…
(no spoilers) There’s a wonderful scene toward the end of the final season of the popular TV series Ted Lasso where team owner Rebecca Welton attends a meeting where a “Super League”…
Family and business makes for a complex mix, essentially because of conflict of interest. At any time, those involved wear a mix of ‘hats’: family, owner and employee. This sometimes…
Family wealth can be a double-edged sword. With few financial burdens or limitations, one can live a very comfortable life, use the family wealth and connections to create almost any…
What would you rather in your family: to manage conflict or avoid it completely? Before you jump to door number two, snap out of fairy tale land and accept that…
The leadership transition from Queen Elizabeth II to King Charles III has been a fascinating insight into the preparation and execution of a succession plan. Within minutes of the announcement…
You join a family through birth or marriage, and leave it through death or divorce. But if by divorce, it may not be possible to fully “leave”, and the process…
I have a lot of empathy for Tom Brady. While not in his ‘league’ on several fronts, I can fully appreciate his exasperation at the challenges of teaching children with…
There are many consultants out there who advise non-profits on things like strategy, marketing, grant-writing, etc. The market for the philanthropic dollar follows the usual 80/20 rule: 80% of the…
There has been a lot of talk about the risks intergenerational wealth transition poses to wealth managers. As the rising generation assumes control of family wealth, they often active seek…
