As your family business has expanded from a small entrepreneurial start-up into a thriving enterprise, your thoughts are no doubt turning to leaving a legacy for future generations. Running a...
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New Normal Old Story
“Low returns are shaping as the new normal”. That was the headline in The Australian Financial Review in early July 2012 in anticipation of another grim year on...
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Preserving wealth vs. accumulating wealth: the challenge for family business
One of the major goals of a successful family business is the accumulation and preservation of wealth, designed to safeguard the lifestyle of generations to come. It’s important...
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The Golden Dilemma: You Have to be in Gold?
“We are living in a world of money printing. … That is why I have to recommend gold again. … Once gold surpasses $1,800 an ounce, it will...
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Family Business vs. Corporate governance – Meeting in the middle
Many people (and many family businesses even) are under the impression that governance in family business is a contradiction in terms. Establishing corporate governance structures in a family-run...
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Preparing the Younger Generation for Wealth and Responsibility
As a successful family business owner, being able to provide the very best for your children is a real privilege, especially if you yourself have overcome humble beginnings....
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A Fix-and-Flip Business-Buying Checklist
One alternative to starting a business from scratch is to buy an existing business and turn it around — a method that may help you redefine your own...
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How Much is Your Business Worth?
At some point most business owners require an independent valuation of either the shares or assets of their businesses. The reasons for needing a valuation are varied: purchase,...
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Not Just for the Rich and Famous
Many individuals believe that estate planning is for the very wealthy with the sole purpose of protecting large estates. However, in today’s evolving economic environment, an estate plan...
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Charity & Philanthropy
Consider a private (family) foundation A private foundation is a unique way to satisfy your philanthropic goals. Although often thought of as a financial or estate planning tool...
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