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…
I thought I would re-share this co-written article last year with me and Henry Brandts-Giesen for the https://www.lawsociety.org.nz/news/lawtalk/issue-931/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts/ about two different perspectives on information disclosures for https://www.lawsociety.org.nz/news/lawtalk/issue-931/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts/. I discuss the the humanistic perspective while Henry discusses the legal view of it. They put forward the trustee’s obligations and rights in this article. Original Article: https://www.lawsociety.org.nz/news/lawtalk/issue-931/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts/ For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of…
With the global media. online or otherwise buzzing about Prince Harry and Meghan Markle’s exit (dubbed Megxit) from the British Royal senior family, David writes on LinkedIn, about the communication and methods of doing the same crucial for a family to function well. He puts this through the perspective of famous families and the tier Royal families hold even among these families constantly in limelight.
This is a difficult topic to broach, and needs to be done only in appropriate settings – indeed, that might be the most important message of this topic. After the story of BMW heiress Susanne Klatten went public, she was slammed on social media. Her personal challenges – the responsibility, self-doubt, and being targeted by scammers – are real. But it’s very hard for anyone brought up without wealth to have any sympathy (and often it’s the reverse), so seeking it from ‘outsiders’ is almost a waste of time.
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.
David co-wrote this article with Henry Brandts-Giesen for the https://www.lawsociety.org.nz/news/lawtalk/issue-931/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts/ about two different perspectives on information disclosures for https://www.lawsociety.org.nz/news/lawtalk/issue-931/perspectives-on-the-disclosure-of-information-to-beneficiaries-of-family-trusts/. He discusses the the humanistic perspective while Henry discusses the legal view of it. They put forward the trustee’s obligations and rights in this article. For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Familosophy newsletter (formerly Family Matters): https://www.transitionbook.co/member-area/6cf3b890596 or book a call…
David discusses the hit movie Crazy Rich Asians, and considers the response if the subject were Jews. This leads to a discussion about the relative importance of story line and context in telling stories [Times of Israel]
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