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Wealth of Wisdom

May 29, 2019

Though it may not be – nor should it be – the first question families ask, is often one of the most important ones when it comes to the management of their financial assets: What should my asset allocation be? When it comes to wealthy families, we can think of no better person to answer that question than Jean...


May 22, 2019

Life is complicated and it gets more so as wealth increases. At the same time, navigating the world of investments, financial products and planning is becoming more challenging every day. You can't be good at everything, so it is probably inevitable that you will have to rely on advisors with key technical skill...


May 15, 2019

What are tools to build healthy families? That's the question that Keith Whitaker discusses with Christian Stewart in this podcast. Christian is a non-practicing solicitor in Hong Kong who consults with global families around family governance. Among other things, Christian describes exercises he uses with families...


May 8, 2019

In world where it is pretty much assumed you need a specialized and complex strategy to be a sophisticated investor, Robert Maynard argues that a simple, transparent and focused approach is a viable and successful alternative. He runs the $17 billion Public Employee Retirement fund for the state of Idaho and practices...


May 1, 2019

In common law countries, a very large proportion of wealth will be held in trusts by the third generation. As such, finding and retaining good trustees will be increasingly important. Yet, somehow, family trusts often preserve a family's financial assets, yet fail to preserve either family or trust. Hartley Goldstone,...