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Bruce'sFuelling the debate: Wealth report
The June 2024 wealth report is out, revealing both predictable patterns and surprising trends. We’ve endured three tough years, household debt is rising, our love affair with property continues, and wealth compounds over time. But dig deeper and you’ll find unexpected revelations about education returns, capital flight, intergenerational wealth transfers and demographic shifts that should […]
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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 […]
The recipe for successful family investing
When you have decided on where you and your family want to direct the wealth you have created for impact and purpose, the next stage is to plan the investment strategy to make this a sustainable reality. The ‘base layer’ portfolio needs to take care of supporting family members’ needs and wants, the impact of […]
Wealth is important, economically.
I have written this series of articles because wealth, its accumulation, and how it is deployed is important. New Zealand as a nation doesn’t respect wealth, nor does it celebrate the successes of wealth’s effective deployment. Wealth concentration is seen as a bad thing and NZ has one of the highest rates of wealth disparity […]
The purpose of purpose
The counter theory of course, is that life is pointless. We are born, we die and then there is nothing. Perhaps we are simply organisms, a viral infection on the planet we call Earth, and our only purpose is to breed and create more viruses. If so, we are a biological specimen where each seeks […]
What your kids need to know about the family fortune (part two)
Authored by: Evana Lithgow, of Working Minds Talking to your children about your wealth and preparing them for a place in the family’s business or fortune can be enjoyable. But it can also be daunting if the topic is new to you and them or if relationships are distant. The key is that your approach is aligned […]
