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Investment

September 1, 2002

Globalisation has revealed the widening gap between the wealthy and the poor of the world. But instead of pouring yet more aid into poverty-stricken areas, responsible investment, in particular the provision of financial services to poor entrepreneurs, has been found to be a more effective social and economic development tool – and a great way for family businesses to give back to society

Melchior de Muralt is Vice President, Blue Orchard Finance Ltd and Partner at Pury Pictet Turrettini &Cie Ltd. Jean-Philippe de Schrevel is Director of Blue Orchard Finance Ltd.

Globalisation has revealed the widening gap between the wealthy and the poor of the world. But instead of pouring yet more aid into poverty-stricken areas, responsible investment, in particular the provision of financial services to poor entrepreneurs, has been found to be a more effective social and economic development tool – and a great way for family businesses to give back to society

September 1, 2002

Voluntary contributions to society – philanthropy – is one of the oldest ways an individual can communicate with others. Historically, the role of the state may have seen a gradual decline, but private initiative has now become more important than ever and family businesses should realise the significance of establishing their own philanthropic institutions

Rupert Graf Strachwitz has worked as a consultant to philanthropists and foundations for over 15 years after a career in the not-for-profit sector. In 1989 he founded Maecenata Management, the first consultancy to specialise in this area in Germany. Since 1997, he has been the director of a research institution, the Maecenata Institute for Non-profit Studies. He currently sits on the German Federal Parliamentary Commission on Civic Engagement and serves on the board of a number of foundations at home and abroad.

September 1, 2002

Family trusts, set up to take care of the welfare of family members, are often a source of confusion for beneficiaries. Education about the specific details of trusts is as important as legal structures and will ensure the long-term success of the family business

Patricia M Angus is a lawyer and consultant to high net worth families on governance and philanthropic planning. She is Counsel to Day, Berry & Howard in New York.

Family trusts, set up to take care of the welfare of family members, are often a source of confusion for beneficiaries. Education about the specific details of trusts is as important as legal structures and will ensure the long-term success of the family business

June 1, 2002

The ultimate challenge is to create the global ‘family business’ focused on improving the health of the global economic system. How can you contribute your business knowledge and finance to the welfare of those in need – and sustain profit?

Rinaldo S Brutoco is President of the World Business Academy, which he founded in 1986. He is also Principal of the ShangriLa Group, his private consulting organisation and is co-author of several books, including Profiles in Power and New Paradigms in Business.

The ultimate challenge is to create the global 'family business' focused on improving the health of the global economic system. How can you contribute your business knowledge and finance to the welfare of those in need – and sustain profit?

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.

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