We are recognised as authorities in our specialised fields. We publish newsletters with informed opinions that are free for you to subscribe to.
Articles and updates
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. [...]
- Podcast (36)
- The Blue Deck Chair (6)
- Bookkeeping (11)
- Bruce's (70)
- Business (131)
- Business Improvement (17)
- China (21)
- Covid-19 (38)
- Enriching (57)
- Events (33)
- GS News (68)
- Info Tech (16)
- Investment (23)
- IRD & Tax (41)
- Joshna's (38)
- Liftoff (7)
- Live Convos (21)
- Networks (7)
- Our Clients (23)
- Richard's (68)
- Yi Ping's (36)
- Tax Updates (156)
- Trusts (9)
- Valuations (3)
- Wealth (21)
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 […]
Why your family wealth story matters
It’s never too early or late to start telling the next generation the story of how your family’s wealth was created. Stories are powerful and can create lasting bonds and a legacy to pass from generation to generation. But for many people, starting such a conversation falls into the too-hard basket. For some it’s a […]
Feeding the squawking chicks
You wanted to run a pension fund… didn’t you? So your family has made it – you’ve achieved enough money and assets not to worry anymore. Generation One (G1) is now considering ‘what next’, or maybe G2 is now in control. There’s a pile of stuff to be sorted through and thought about. This family […]
I had a dream, and you will have it too.
When a G1 (first generation) wealth creator has a business or an activity that they are proud of, and have a dream for its future, the most common mistake they make is to assume that everyone else will have that dream too. In particular their children. Some of the worst tragedies that I have witnessed […]
The trauma of wealth! The poor little rich kids.
New money only becomes old money if you manage to keep it. The probability of retention is vastly improved by how it is derived. Blood, sweat and tears that convert into money over time has considerably more meaning to the earner than quick money or good luck. Without preparation and an understanding of the way […]
