The family accountant knows every dividend ever declared. The lawyer remembers the first trust deed. There is loyalty here, and gratitude. But there is also a feeling that the conversations have stopped evolving. For the next generation, this is a hard truth to sit with. Firing a parent's professional adviserfeels personal, almost disrespectful.

Blended families begin with good intentions. Often after carrying the weight of past relationships, two people commit to building a new life together.. They bring children, assets, expectations, and history to the table, and hope that love will be enough to make it all cohere. Yet beneath the warmth of new beginnings, complexity almost always waits. The challenges rarely surface immediately. At first there is energy in creating a sense of unity- shared meals, new traditions,

When it comes to leadership transitions, few events are as steeped in tradition and intrigue as the papal conclave. While the Catholic Church and wealthy families might seem worlds apart, the process of electing a new pope and planning for succession within a family business have more in common than you might think.

For many Australian family business owners, the timing of a sale often feels completely out of sync with the business’s growth cycle, the prevailing economic winds, or the evolving plans and aspirations of the family itself. If you’re grappling with this conundrum, you’re not alone—and the path forward is rarely linear.

Financial decision-making in a family enterprise is less about individual authority and more about collective responsibility.

Last week, I was reminded of the critical role #transparency plays in the #family #wealth space. Every wealth professional understands...