Family Wealth Investing Forum – Event Blog
Latest research on Australian HNWs and their investment preferences
Research overview: Dec 2009 High Net Worth Investor Report Read on...
What's different about investing for the wealthy?
Discusses objective setting, risk, and endowment in the context of family investing Read on...
Building a "living investment policy" for wealthy families
Discusses how to create a living investment policy, tips from the institutions, performance monitoring and approaches. Read on...
Educating the next generation of family members on investing
in this session, Dennis Jaffe discusses how to educate the next generation of wealthy families with a few case studies. This includes how leading families approach education issues, what has worked, and psychological barriers. Read on...
Investment Succession
Discusses investment succession plan, aligning asset allocation with investment style, tax strategies, contingency planning and investment policy. Read on...
Asian family offices and how they invest
Discusses how Asian families approach investing, interesting aspects of Asian family offices and how investments are selected, monitored and managed for Asian based families. Read on...
Efficient structures and management of tax in investment portfolios
We examine tax scenarios for private portfolios and then discuss the best way to achieve desired after-tax returns. Read on...