Australia
Family Office approach to investing

By Adrian Frinsdorf on 28/01/21 - Mins to read: 3 minutes

Every investor wants to build wealth in some form or another. It’s the approach and process that distinguishes more established investors from the rest. The successful individuals and families we assist through William Buck’s Family Office service range from entrepreneurial business founders to multi-generational patriarchs and matriarchs. Regardless of age...
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Philanthropy with impact

By Andrew Bradley on 28/01/21 - Mins to read: 3 minutes

Philanthropy can be approached from all sorts of angles. Traditional approaches involve donating money to a chosen cause. More innovative approaches include creating products and delivering services directly to those in need. For some, it’s an opportunity to give back to the community with donations or bequests to not-for-profit organisations....
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Securing your family business longevity and legacy

By Andrew Bradley on 28/01/21 - Mins to read: 3 minutes

One of the greatest business challenges for patriarchs and matriarchs is planning the transition of their family businesses to go on without them.  Lingering doubts over whether the next generation is up to the task keep many parents awake at night.  The anxiety can stem from a reluctance to relinquish control and concerns over the aptitude...
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Investing in a family trust or superannuation

By Eben Lok on 28/01/21 - Mins to read: 3 minutes

The decision to invest using a family trust or superannuation depends on an individual's circumstances and should consider their age, number of family members, assessable income, investment options and the need of access to funds. A family trust is a discretionary trust set up to hold a family’s assets or...
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Governance Best Practice: Investment approaches for Australian charitable trusts

By Andrew Bradley on 28/01/21 - Mins to read: 3 minutes

The best performing for-purpose Boards and Investment Committees (ICs) recognise their primary role is one of governance, not operations and certainly not stock picking. The Endowment Approach to investment   For many organisations, investment management was traditionally outsourced to a Trustee company.  Over time high costs and indifferent performance has...
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What are the benefits and costs of establishing a Family Office?

By Andrew Bradley on 28/01/21 - Mins to read: 3 minutes

When making any significant financial decision in life it pays to undertake a detailed benefits and cost analysis. Far more than just a number crunching exercise, it requires an understanding of your unique personal situation and lifestyle factors beyond the short term. The same rule applies when deciding to establish...
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