Governance Best Practice: Investment approaches for Australian charitable trusts

By Andrew Bradley on 30/10/20 - 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 30/10/20 - 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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What is a Family Office and what does it do?

By Andrew Bradley on 30/10/20 - Mins to read: 3 minutes

Traditionally, when we think of a Family Office, powerhouse business names like Rockefeller or Rothschild come to mind. However, the concept of a Family Office has been around far longer than the infamy of these families. Family Office has its origins in the stewardship and management of the private wealth...
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