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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
Episode 100!
When I started the podcast in July 2017, I had 50 episodes planned, I was going to be releasing every week and then see where
The Value of Belonging
Family Businesses can often feel alone and so in this episode we explore the value of belonging to a membership organisation or a peer group
