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A pathway to wealth, health, and leaving a legacy. The podcast for those that are seeking a way of living that is healthier, enables you to be wealthier and live your life whilst leaving behind a legacy. Family Offices are the only entity that unites families and implements inter-generational wealth transfer and purpose and Generational is the out in-front leader.
Episodes
Friday Jun 26, 2020
WHY NOT A FINANICAL PLANNER OR ACCOUNTANT?
Friday Jun 26, 2020
Friday Jun 26, 2020
WHY NOT A FINANICAL PLANNER OR ACCOUNTANT?
What are the common triggers for starting a Family Office?
They are:
- ensuring that wealth is transferred to future generations
- preserving family wealth
- consolidating assets
- dealing with a sudden influx of liquidity
- solving family conflicts; and increasing wealth management efficiency.
- Family offices have also gained prominence because of wealth-holding families’ desire for greater control over their investments and fiduciary affairs, as well as lifestyle management.
Investment Mandate
- Timeframe for investment decisions:
- Short term = 20 years
- Medium term = 50 years
- Long term = 100 years
- Consider dividend levels and pay out ratios
- Acquisition and management of private assets
Version: 20230822
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