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Future-Proofing Your Family Dynasty: Series Final

Series - Future-Proofing Your Family Dynasty

Future-Proofing Your Family Dynasty. What follows are the key discussion points relative to future-proofing your family dynasty. This includes brief overviews of the five previous articles on this topic.

Future-Proofing Your Family Dynasty: Part 5

Future-Proofing Your Family Dynasty - Strategic Planning

Future-Proofing Your Family Dynasty. Desirable Succession Planning outcomes are dependent upon well-executed Strategic Planning. For that reason, your executives may need to take the initiative to ensure continuous planning of the family office strategies.

Future-Proofing Your Family Dynasty: Part 4

Future-Proofing Your Family Dynasty. Your Family Office = Keys to the Kingdom

FUTURE-PROOFING YOUR FAMILY DYNASTY:

In our previous Family Office-related posts, we have discussed at length the more “technical” issues surrounding the formation and maintenance of Family Offices.

Here, we are going to have a closer look at ways and means to strengthen the family office’s link to the Family – the “Keys to the Kingdom”.

Future-Proofing Your Family Dynasty: Part 3

Future-Proofing Your Family Dynasty: Part 3. Do you need a family office? Part 2. Family Office Structure - people silhouettes against sunset backdrop

FUTURE-PROOFING YOUR FAMILY DYNASTY:

In our previous article – “Do you need a family office? Part 1″, we explored the issue of “need” for a family office. In particular, we looked at those individuals and families who are likely to benefit most from having one.

We also commenced detailing the process of starting up and building a family office. This included discussion on the need for a Business Plan and its desired components.

Family Office Services were also addressed in some detail, including factors of consideration such as cost, trust in external managers, expectations around returns and market, legal and tax infrastructure.

The next step is to examine the intricacies of a family office legal setup and structure and associated jurisdiction criteria.

Future-Proofing Your Family Dynasty: Part 2.

Future-Proofing Your Family Dynasty: Do you need a family office? Circular image of manor in background with caption Family Office

FUTURE-PROOFING YOUR FAMILY DYNASTY:

Do you need a family office? If you don’t already have one but perhaps have heard/read about the possible benefit of a family office for your family, then please read on.

A family office is not for everyone. However, if the level of your family wealth puts you in the category of an HNWI/F* or an UHNWI/F**, then a suitable family office structure becomes a highly desirable vehicle for managing your wealth.

Future-Proofing Your Family Dynasty: Part 1.

The House of Your Family Dynasty

Future-Proofing Your Family Dynasty: Part 1. Why we ask – “Your Family Dynasty: Will It Survive?“ is because it’s a question that, in essence, every dynasty must ask of itself on a regular basis.

In today’s rapidly-changing world, socially, economically and geo-politically, it is vital to ensure that all possible appropriate measures are in place to protect the family dynasty.

Comfortable Retirement Lifestyle Insights

Comfortable Retirement Lifestyle

As we all have different views on what encompasses a comfortable retirement lifestyle, here we shall review various levels of post-retirement living.

There are a number of considerations when planning retirement and hopefully, the links to these topics will help you through the retirement planning maze:

In Australia – What Does Estate Planning Involve?

In Australia - What Does Estate Planning Involve

In Australia, estate planning is the process of making sure that your assets are passed on to the people you want to inherit them.

If you don’t have an estate plan in place, then the law will decide who gets what