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Yi Ping'sFinancial literacy and relationship property: a guide for Family Office children
Children in Family Office environments have the unique advantage of growing up with considerable financial resources at their disposal. However, with this privilege comes the responsibility of managing wealth wisely and understanding the legalities surrounding relationship property.
In many of the families we work with, financial management often falls into the hands of an individual. [...]
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Freedom and choice: the next generation
What do we value most in life? The freedom to choose. Naturally, our children value this as well. So why do we sometimes impose tasks and responsibilities onto them that we assume they want, assume they are skilled to do and potentially trap them into a life without choice? I call this pigeonholing. To “pigeonhole” […]
Ensure your children, not their partners, keep their inheritances.
You’ve spent a lifetime building your wealth and carving out a piece of the world to call your own. Now, as you look to the future, you’re probably considering how best to ensure that your hard-earned legacy lands safely in your children’s hands. Amid concerns about inheritance possibly ending up in the wrong hands due […]
Who is in your trust circle?
There exists a group of individuals who hold immense significance. They are trusted advisors, the circle of wagons or professionals that we choose to do business with and trust with our wealth and sometimes even safeguard our well-being. As the saying goes, “You can choose your friends, but you can’t choose your family”. We can’t […]
When mixing business and personal gets messy…
When it comes to selling your business or preparing for retirement, it’s simple – we just need to separate business and personal interests. Yeah right! I know from experience that it isn’t simple, and it can be an overwhelming experience when you are stuck in the middle of it and/or trying to do it alone. […]
What is Family Office and why do you need it?
Imagine being able to centralise the management of investments, accounts, and assets and get a comprehensive view of a family’s financial situation. Or minimising tax liabilities and optimising tax strategies to preserve wealth across generations. There are many more reasons why a Family Office support service exists. The best way to describe Family Office, is […]
