David will be speaking at Prestel & Partner’s Family Office Forum in Singapore on 16-17 May. Topic: Pruning the TreeMany families that share significant assets may at some point consider whether to continue managing their wealth, business, or philanthropy together or going their separate ways. These questions can arise when a conflict or crisis hits, and they are forced to make decisions.
On 22 March, David will be speaking at PWN’s event in Auckland. Many families that share significant assets may at some pointconsider whether to continue managing their wealth, business orphilanthropy together or going their separate ways. These questionscan arise when a conflict or crisis hits and they are forced to makedecisions.This moderated roundtable discussion will explore different familyperspectives and experiences to managing shared wealth as well asways to help you think about whether sharing assets…
Conflict resolution is always difficult, even more if it is between families. David writes for Opalesque about family conflict resolution, especially in wealthy families. He discusses the conflict resolution model based on Harvard’s ‘Getting to Yes‘ negotiation theory. He explains the powers-rights-interests framework detailed with a case study that makes for easy understanding of a complex topic.

This is written in the style of a Harvard case study. It is an allegory; imagine a real company in this situation and facing similar challenges. The questions at the end are a guide to what the issues are and the process to deal with them. Suggested answers are most welcome. “They did what?!” exclaimed William, Chairman of Oligarch Enterprises, at one of the regular informal gatherings of the “mini-board”. The recovery of the supermarket division was progressing…
The end of the chagim usually means one thing – a slide into that inexorable gap between the football season and the cricket season, known affectionately as the spring racing carnival. For those who are counting the sleeps until round 1, 2013, there is the trade period, punctuated this year by the introduction of free agency, and the Melbourne Hebrew Congregation (MHC) AFL post grand-final corporate lunch, featuring guest speaker Andrew Demetriou, CEO of the AFL. Demetriou’s job ranks quite…
Here is a simple, step-by-step, guide to winning a public relations war. 1. Be a victim. The world loves a victim. Victims are by definition helpless, so they need someone to help them (see 2a), and there are no shortage of do-gooders out there looking for victims to help (whether or not they can actually help them). It doesn’t matter if you actually were a victim, if you were a victim yesterday, 20 years ago, 200…