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May 9, 2023

In the midst, as we are, of a major generational succession transition in which trillions of dollars are changing hands, it has never been more important for every family member to feel that they have a voice and, more importantly, feel they are heard.

In the midst, as we are, of a major succession event in which trillions of dollars are changing hands between ultra-high-net-worth (UHNW) family members, it has never been more important for every person to feel that they have a voice and, more importantly, feel they are heard.

May 2, 2023

As ultra-high-net-worth families navigate a major global wealth and succession transition, questions are being asked about effective implementation of transparent and communicated succession plans.

As ultra-high-net-worth families navigate a major global wealth and succession transition, questions are being asked about effective implementation of transparent and communicated succession plans. Especially, as revealed in The 2023 North America Family Business Report from Brightstar Capital and Campden Wealth, as the majority of family businesses (61%) do not have a written, formal succession plan in place - while 44% still need to develop a succession plan or have no plan at all.

May 2, 2023

The North America Family Business Report 2023 from Brightstar Capital Partners and Campden Wealth reveals that major concerns for thriving family businesses owners are succession planning, economic risks, and family communication.

For many well-established North American family businesses, long-term planning and forward thinking are the hallmarks of their enduring success. However, findings in The North America Family Business Report 2023 from Brightstar Capital Partners and Campden Wealth reveal that a majority of family businesses should address formal succession planning amid fears about a market downturn fueled by higher inflation and rising interest rates.

July 11, 2022

What must private clients consider as they transfer their wealth to the next generation and to philanthropic causes?

As the world becomes more complex, so do the financial and fiscal needs of high net-worth individuals.

Looking at the year ahead, I see our private clients needing help with an expanding range of issues – beyond the usual tax planning, advice and returns we’re on hand to help with. In today’s globalised world, they and their families have an increasingly international footprint. At the same time, the global tax environment is becoming more tightly regulated – and more complicated as a result.

June 16, 2022

The escalation in social awareness wrought by COVID-19 has energised businesses to reflect on their purpose and values and their capability to deliver what really matters, says Ian Beaumont of KPMG.

The escalation in social awareness wrought by COVID-19 has energised businesses to reflect on their purpose and values and their capability to deliver what really matters.

They want to achieve this in a financially, environmentally and socially responsible way.

Environmental, social and governance (ESG) is a reflection of who we are and how we choose to do business.

December 15, 2021

C Hoare & Co is the UK’s oldest private bank, founded in 1672 and still family owned, with a long history of philanthropic practices across its 11 generations. This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.

C Hoare & Co is the UK’s oldest private bank, founded in 1672 and still family owned, with a long history of philanthropic practices across its 11 generations. This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.

November 24, 2021

For many, it’s the culmination of a lifetimes work. You’ve sold your business, the deal has completed and a large amount of cash has landed. Where do you go next?

For many, it’s the culmination of a lifetimes work. You’ve sold your business, the deal has completed and a large amount of cash has landed. Where do you go next?

November 10, 2021

Families generally agree with new Campden Wealth research which reveals impact investments delivered “solid financial returns” in 2020, despite Covid-19 disruption, but say more progress is needed in making robust the measurement of positive social change.

Families generally agree with new Campden Wealth research which reveals impact investments delivered “solid financial returns” in 2020, despite Covid-19 disruption, but say more progress is needed in making robust the measurement of positive social change.

October 14, 2021

The Cayman Islands is a highly attractive jurisdiction for setting up family offices and in recent years, many ultra-high net worth families have chosen to make the British Overseas Territory in the western Caribbean Sea both their home and their headquarters for their global operations. 

The Cayman Islands is a highly attractive jurisdiction for setting up family offices and in recent years, many ultra-high net worth families have chosen to make the British Overseas Territory in the western Caribbean Sea both their home and their headquarters for their global operations.

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