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Sir James Wates
Sustainable Philanthropy
Tratos – A Sustainable Strategy
Diversification and Sustainability
The Ownership Project
Spenbeck and Sustainability
Woolcool and B-Corp
The IFB and Sustainability
Family Business for Sustainable Development
Private Equity
The Importance of Clarity
Private Podcasting
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Demystifying Insolvency
As businesses emerge from the COVID-19 pandemic many will be facing challenging trading conditions and some may be facing insolvency. The circumstances of the past
Digitisation
Digitisation can often be cited as one of the more common challenges within a family owned business. In this blog post I cover some of
Mental Health Awareness
This month is Mental Health Awareness month in the US and in the UK Mental Health Awareness week is May 10th until May 16th. I
Family Business to Family Office
Experiencing a ‘liquidity event’ in your family business i.e. selling part or all of your business, gives the option of establishing a family office. In
Boundaries
The Importance of Boundaries Many of the common challenges that the families I work with are facing can be traced back in some way or
Divorce and the Family Business
Going through a divorce can be a difficult and emotional experience even if it is an amicable decision, but add in a family business and
The Ultra High Net Worth Institute
Back in 2018 The Family Wealth Report bought together a panel of advisers to ultra high net worth families and discussed how effective business models
Lifeboat Drill
Back in the olden days when I was a Chartered Financial Planner, one of the exercises that the family businesses I worked with was the
Creating Value through Governance
On this weeks show I am joined by Daniel Trimarchi from KPMG Private Enterprise. KPMG, alongside The STEP Project have produced a series of articles
The Ten Domains of Family Wealth
On this episode of the show I am joined for a second time by Dr Jim Grubman who regular listeners will remember from our previous
Trust Governance
In this weeks episode we continue our look at Trusts and I speak with Cindy Radu about Trust Governance. We spoke last week about the
Trusts and Their Uses
What is a Trust? In this episode I am joined by Matt Braithwaite from Wedlake Bell. We discuss what a Trust is and how Trusts
