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Bruce'sHow to find investment opportunity in a chaotic market
Disclaimer: This article is written by Bruce Sheppard in a personal capacity. It does not constitute financial advice, and he is not a licensed financial adviser. Please seek independent financial advice before making any investment decisions. Global markets are rattled. Trump’s trade policies have introduced a level of uncertainty not seen in years, and for […]
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Why change isn’t the problem, fear is…
There’s a revolution happening in the job market right now. Not the usual economic cycle bullshit, but something fundamental. The core requirement for staying relevant isn’t education or training anymore. It’s creativity, lateral thinking, and imagination, because now we have to outsmart Artificial Intelligence (AI). And to use AI effectively, you have to be really […]
The conversation most family business owners avoid.
Most family business founders put off succession decisions, with their teams and their families. We all believe in our immortality, until we don’t or we are terminated by events beyond our control. This article is not focused on business succession but rather on the thorny issues of family wealth and family business ownership succession. Firstly, […]
Financial 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. [...]
Why don’t we talk about wealth?
Is it because we are paranoid, insecure, embarrassed, or awkward? Or is it that we don’t want to be judged or thought of as offensive or ostentatious? Perhaps our family values and traditions have made wealth a subject to be discussed behind closed doors. Or maybe we just like a little privacy regarding our personal […]
The Family Office: feeling humbled
It feels like the right time of year to sit back and reflect on what’s been happening, and what’s to come. When I am trusted to take care of administration on behalf of another person or family, I never take it for granted and it’s something I hold in great esteem. I’m feeling very privileged […]

