This podcast is a way to share stories from families we support and our family advisor partners. These stories share a common theme – a critique of the idea that to be wealthy is not just about how much money you have but how you...
When I coach business leaders, I am often asked to inject some confidence into the person I am coaching. It is not uncommon for a new Executive to have a broad goal of ‘confidence’ as they transition and find their feet. Of course, confidence is not...
If you have a Will, your family is still not immune to conflict, and the outcome that transpires with your estate may actually be the opposite of your wishes. The 62% rise in the number of contested Wills in Australia over the last 10 years prompted...
Tiffany Jones was featured in the Financial Observer talking with Paul Heath from Koda Capital on the importance of family stewardship and the role of family leadership in effective intergenerational wealth transfer. Excerpt: Jones, who is also a director of family leadership consultancy Momentum Advisory Group, said...
Wealth is an obstacle for parents to navigate. A perennial advantage becomes a burden in the domain of parenting. In ‘David and Goliath’, Malcolm Gladwell examined the relationship between income and parenting. He argued what we all would expect to be true: it’s hard to parent...
The start of a New Year has always been a good time to think about what is ahead, and more importantly, what direction you want to take. In our family, we’ve always shared New Year’s resolutions. At least, my mother would pressure us into having some...
We are often asked how a focus on family and the non-financials integrates with traditional wealth advisory roles. Put simply, it is all about the human and intellectual capital. We see these elements as the essence of the family office and the basis for all...
Unprepared children can erode family resources far quicker than poor wealth management. Yet we continue to value traditional measures of asset protection over the readiness of our children to lead our families and steward the wealth. Over the past few years, we’ve begun to see a...
Herding Cattle...
10 year old Jamie Johnson discovered just how wealthy his family was when a classmate found his Dad’s name in a Forbes magazine article listing the 400 richest people in America. In the documentary ‘Born Rich, Children of the Insanely Wealthy’ the Johnson and Johnson heir...
