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Archive for the ‘Wealth’ Category
The Trusted Circle of Wagons
The suite of professionals, or what Bruce likes to call them, The Circle of Wagons. The Circle of Wagons Definition: to gather a group of people together to protect them from being attacked. Back in the day of wagons, animals and Indians, they moved wagons during the day in single file. When night approached, they […]
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 […]
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 […]