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Investment

June 1, 2003

In order to safeguard your assets, estate planning should be actioned early and on a regular basis. There are seven key stages of planning and they can be well illustrated by Jaques’ famous speech describing the Seven Ages of Man

Ian Macdonald is a lawyer with Wright, Johnston and Mackenzie, Solicitors, in Glasgow, Scotland specialising in tax, trusts and estate planning.

In order to safeguard your assets, estate planning should be actioned early and on a regular basis. There are seven key stages of planning and they can be well illustrated by Jaques' famous speech describing the Seven Ages of Man

"All the world's a stage… and one man in his time plays many parts, his acts being seven ages."

June 1, 2003

The South African economy is growing despite difficult global conditions. Business owners are confident to own their own business, and optimism and expectations are high

Tony Balshaw is National Partner-in-Charge, PRIMA Family Controlled Companies consulting division, Grant Thornton South Africa.

The South African economy is growing despite difficult global conditions. Business owners are confident to own their own business, and optimism and expectations are high

April 1, 2003

A large number of Dutch family firms created in times of economic development now face succession issues, instigating a wave of research and education activities to help and support these firms

Albert Jan Thomassen is director of the Family Business Centre at Tias Business School and director of FBNed, the Dutch Association of Family Firms.

A large number of Dutch family firms created in times of economic development now face succession issues, instigating a wave of research and education activities to help and support these firms

April 1, 2003

In the late 1950s Harold Reynolds, as sole owner, founded a gravel and crushed stone business, County Gravel, Inc (“County”) that thrived during a highway construction boom.

In the late 1950s Harold Reynolds, as sole owner, founded a gravel and crushed stone business, County Gravel, Inc ("County") that thrived during a highway construction boom. Harold and his wife Gladys equally, as the Reynolds Limited Partnership ("the Partnership"), own the real estate where County conducts its active business. Gladys and Harold have three children: Bill (48), Cathy (44) and Ricky (42).

January 1, 2003

September 11 caught the world by surprise. One year on, the World Trade Center isn’t the only thing being rebuilt – many family businesses have to face tough decisions on succession, sales, hiring and development

Mike O'Malley is a consultant, lecturer and executive coach. He specialises in developing solutions for the relationship problems among business members, outside stakeholders and management.

September 11 caught the world by surprise. One year on, the World Trade Center isn't the only thing being rebuilt – many family businesses have to face tough decisions on succession, sales, hiring and development

January 1, 2003

Good corporate governance should extend to all areas of a family business, including its philanthropic ventures

Robert R Patterson is a member of FBN in Lausanne and is a Principal of ASC Advisory Group, Charlottesville, Virginia, USA.

Note: The article is based on several real-life cases, but names have been changed.

Good corporate governance should extend to all areas of a family business, including its philanthropic ventures

January 1, 2003

The role of the family office has become the subject of much debate as the need to rethink the approach to family wealth management becomes more apparent. Changes in the provision of professional advice, and its increasing complexity, mean that its purchase now requires considerable expertise

Michael Maslinski is a director of strategy and marketing consultant at Maslinski & Co.

The role of the family office has become the subject of much debate as the need to rethink the approach to family wealth management becomes more apparent. Changes in the provision of professional advice, and its increasing complexity, mean that its purchase now requires considerable expertise

January 1, 2003

The FBN conference presented many opportunities for delegates to learn about issues affecting family businesses

Sabine Klein is a Research Fellow at INSEAD Fontainebleau, teaching family business at the University of Trier, and an associate with The Family Business Consulting Group, Marietta, GA, USA.

Justin Craig is a Postgraduate Research Fellow in the Department of Entrepreneurship and Family Business and an Associate of the Australian Centre for Family Business at Bond University in Australia.

Ken Moores is the founding and current Research Director of the Australian Centre for Family Business, Bond University, Australia.

November 1, 2002

In the third and final article of our series on investing in gold, Katharine Pulvermacher explains the choices available to investors

Katharine Pulvermacher is Manager of Investment Research at the head office of the World Gold Council.

In the third and final article of our series on investing in gold, Katharine Pulvermacher explains the choices available to investors

Finding a safe home for one's assets has become a much greater challenge to family offices than it was during the years of plenty that characterised the last decade of the 20th century.

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