A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth. The region accounts for a large and growing sum of total wealth worldwide (Figure 1). In Singapore alone, the number of family offices increased from approximately 200 to […]
September 2022
In the second of our two-part series on philanthropy and sustainable investing, we take a closer look at portfolio implementation best practices for families. In doing so, we outline how families may wish to identify opportunities within sustainable and impact investing (SII) themes. We discuss the broad opportunity set, how to construct and then actively […]
August 2022
In engaging with our family clients around the world, we are often asked for views on two related topics – how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. Whilst common themes transcend these topics, each is distinct, and, as such, we will outline […]
August 2022
Portfolio management for families of significant wealth is distinctly different than for institutions, or those with traditional wealth management needs. For these families, the wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors should have a meaningful impact on investment strategy, […]
June 2022
As entrepreneurs know well, the process of creating and managing a successful business is complex and requires great skill, insight, and hard work. Successful management of significant wealth requires similar attributes; however, not all the characteristics fundamental to entrepreneurial success translate to effective portfolio management. This can create challenges for entrepreneurs—whether they are still actively […]
May 2022
Private business owners who hold the majority of their wealth in one company are different from other investors. They face unique challenges when making investment decisions, including the fundamental question of whether to retain a concentrated position in their business. After all, concentrated positions can create wealth, but they also increase portfolio risk. Because of […]
March 2022
Shannon MacArthur created her family’s wealth as a general partner (GP) of a venture capital (VC) firm. As she neared the end of her career, she started thinking about a long-term plan for her family’s wealth. CLIENT BRIEF Client: The MacArthur family Source of wealth: General partner at a venture capital firm Situation: Seeking an […]
March 2022
The Hahn family’s wealth, which originated in manufacturing four generations ago, is today overseen by Wilson, the current family patriarch, and supported by a family office staff of two investment professionals. The family members themselves have minimal investment experience. CLIENT BRIEF Client: Hahn family Source of wealth: Manufacturing (inherited wealth) Situation: Family members with distinct […]
December 2021