by Dirk W. Kolvenbach | May 5, 2020 | • Family Integrity & Organization
A Family Office can help if the private wealth has become extensive and complex. Finding a suitable partner is essential. To enable successful, i.e. profitable, management of assets, Family Offices must meet specific quality requirements such as personal integrity,...
by Reshma Shah | Apr 22, 2020 | • Estate planning, • Family Integrity & Organization
“What happens to one’s digital assets upon death? A brief summary of the rules in the U.S.A. that determine how much of our digital information is available to our fiduciaries upon death.” WHILE TECHNOLOGY is constantly advancing in an attempt to improve our...
by Saba Zreik | Apr 21, 2020 | • Family Disputes & Solutions, • Family Governance and Family Charter, • Family Integrity & Organization, • Foundations and trusts; structures to hold, control, protect and manage family wealth
1. Family Business Management 1.1 Sound Management A Family business is the pillar of Family assets. A special attention should be given to it in a Family Charter. Who manages the Family Business? Family members and/or others? They may be assisted by consultants and...
by Saba Zreik | Apr 20, 2020 | • Family business; Managing, structuring, involvement, • Family Integrity & Organization
A Family Charter should not be looked at as a piece of literature to work on, perfect and store in a drawer. It has a specific use and it should address a minimum of critical and important matters of concern to the Family. 1- What is the Role of a Family Charter? (a)...
by Jan van Bueren | Jul 14, 2016 | • Family Integrity & Organization, • Family Offices; role, duties and responsibilities
Jan van Bueren and Thomas Ming outline the key elements to look out for when choosing a family office for your wealth management requirements.An increasing amount of high earning business owners and families who have sold their businesses are turning to family wealth...
by Jan van Bueren | Jul 14, 2016 | • Family Integrity & Organization, • Family Offices; role, duties and responsibilities
Family Offices – A History and Definition It is often assumed that the acclaimed American family, the Rockefellers, pioneered the family office in the late 19th century. However, history suggests otherwise. While today’s family offices are a modern phenomenon, they...
