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Investment

June 1, 2002

Increasingly, family business members expect a far more specialist knowledge in asset management from their advisors and it is up to the potentional advisors to be able to supply relevant and informed advice, taking into account their client’s individual needs

Maurice Smith is a business journalist with 20 years' experience in newspapers and broadcasting. He is the author of Great Scots Families in Business.

Increasingly, family business members expect a far more specialist knowledge in asset management from their advisors and it is up to the potentional advisors to be able to supply relevant and informed advice, taking into account their client's individual needs

A successful British business-owning family decides to sell out to an American rival, after months of deliberation.

June 1, 2002

In the February issue of Families in Business, Katharine Pulvermacher explained that gold, as a portfolio diversifier, can help families protect their wealth. In this issue, she takes a closer look at the fundamentals of the gold market

Katharine Pulvermacher is Manager of Investment Research at the Head Office of the World Gold Council. Her background is economics and econometrics.

In the February issue of Families in Business, Katharine Pulvermacher explained that gold, as a portfolio diversifier, can help families protect their wealth. In this issue, she takes a closer look at the fundamentals of the gold market

April 1, 2002

Many family business owners use their entrepreneurial skills and vision in their philanthropic endeavours. As a result, these ‘philanthropic entrepreneurs’ have challenged traditional charity and set up some of the most successful foundations in the world

Many family business owners use their entrepreneurial skills and vision in their philanthropic endeavours. As a result, these 'philanthropic entrepreneurs' have challenged traditional charity and set up some of the most successful foundations in the world

April 1, 2002

REIT stocks can offer family business owners a low-risk investment opportunity – an attractive alternative to direct ownership of real estate where the investor still gains stability and diversification benefits combined with quality professional management

REIT stocks can offer family business owners a low-risk investment opportunity – an attractive alternative to direct ownership of real estate where the investor still gains stability and diversification benefits combined with quality professional management

This article is intended to provide background for family business owners considering an investment in a real estate investment trust (REIT stocks). Before making any investment or sale decision you should consult with your financial and legal advisors.

April 1, 2002

It is no longer just the larger institutions dominating the commercial property investment sector. There has been a significant increase in private investors making long-term investments in commercial property. Here, we explain some of the reasons for this and offer a few tips on those considering it as an option

It is no longer just the larger institutions dominating the commercial property investment sector. There has been a significant increase in private investors making long-term investments in commercial property. Here, we explain some of the reasons for this and offer a few tips on those considering it as an option

Property investment has taken centrestage for family businesses and wealthy individuals as a safe haven for cash as well as an opportunity to seal complex deals that are protected from some of the ravages of the financial markets.

February 1, 2002

Philanthropy plays a large role in the lives of many family businesses. Through their foundation’s schools and hospitals, the Murugappa family has demonstrated their commitment to Indian society

Why do business-owning families engage in philanthropic activities, and why do such activities take on such importance? When the Murugappa family accepted the IMD Distinguished Family Business Award at the gala dinner celebration in Rome in October 2001, fourth generation Mr Murugu explained:

February 1, 2002

In this issue’s guest editorial, Dr Manesh L Shrikant examines the Indian family business scene and the challenges it faces in achieving future growth and prosperity

The landscape ofIndian family managed businesses (FMBs) is in a state of disequilibrium, even turmoil, as evidenced from certain performance paradoxes given in Table 1, on the next page. Analysis is not easy and future prognosis is even more difficult. However, by examining the evolution of India and its businesses, it is clear that certain challenges must be met for Indian businesses and India as a nation to move forward and prosper.

The business context

February 1, 2002

The collapse of the Soviet Union in 1991 has left the Russian markets wide open and made room for new family-run enterprises to prosper in a nation of eager consumers

The collapse of the Soviet Union in 1991 has left the Russian markets wide open and made room for new family-run enterprises to prosper in a nation of eager consumers

February 1, 2002

In the first of a series of three articles Katharine Pulvermacher discusses why including a small proportion of gold in a family business owner’s portfolio can increase the weight of higher-return, riskier assets – while maintaining a constant level of risk

"It'll never happen to me" is not an effective approach to risk management. Family businesses are vulnerable to events such as changes in ownership, family affairs and commercial issues. While nothing can provide absolute protection against all eventualities, much can be done to manage the risk associated with the investment of family wealth. Protecting the family's assets against potential financial trauma is the responsibility of the family office. However, family members whose funds are being managed can benefit from understanding the methods used to safeguard their wealth.

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