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Three Generations, One Purse
The Power and Pitfalls of Collective Family Wealth Across Asia and many emerging markets, family wealth is rarely confined to a single...

Robert Carson
May 304 min read
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Why the Vatican’s Conclave Holds the Key to Family Wealth Succession
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.

Robert Carson
Apr 283 min read
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Waiting for the stars to align? Your family's legacy might pass you by
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.

Robert Carson
Apr 174 min read
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Aussie Investors Quietly Cash In: The Rise of Hands-Off Stakes in Private Businesses
Australian high net worth families are showing a heightened interest in taking passive stakes in unlisted private companies.

Robert Carson
Jan 62 min read
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Do you need a Family Office, or just a family CIO?
Is a full-fledged family office necessary, or could a dedicated Chief Investment Officer (CIO) for your family suffice?

Robert Carson
Jan 62 min read
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Are families Naïve or actually ready for transition?
Are families actually prepared for the transition of their family wealth to the next generation? Many families think they are ready but inst

Robert Carson
Dec 12, 20242 min read
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Will the 'Great Wealth Transition' become the 'Great Wealth Destruction'?
Will the next generation look to preserve their family's wealth? Or continue a cycle of high levels of discretionary consumer spending while

Robert Carson
Sep 9, 20241 min read
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Relationships that stand the test of time
In the bustling world of business, where the clink of coffee cups often accompanies the clatter of keyboards, there lies a fundamental...

Robert Carson
Aug 29, 20241 min read
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