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Asset Management

June 1, 2002

The ultimate challenge is to create the global ‘family business’ focused on improving the health of the global economic system. How can you contribute your business knowledge and finance to the welfare of those in need – and sustain profit?

Rinaldo S Brutoco is President of the World Business Academy, which he founded in 1986. He is also Principal of the ShangriLa Group, his private consulting organisation and is co-author of several books, including Profiles in Power and New Paradigms in Business.

The ultimate challenge is to create the global 'family business' focused on improving the health of the global economic system. How can you contribute your business knowledge and finance to the welfare of those in need – and sustain profit?

June 1, 2002

Increasingly, family business members expect a far more specialist knowledge in asset management from their advisors and it is up to the potentional advisors to be able to supply relevant and informed advice, taking into account their client’s individual needs

Maurice Smith is a business journalist with 20 years' experience in newspapers and broadcasting. He is the author of Great Scots Families in Business.

Increasingly, family business members expect a far more specialist knowledge in asset management from their advisors and it is up to the potentional advisors to be able to supply relevant and informed advice, taking into account their client's individual needs

A successful British business-owning family decides to sell out to an American rival, after months of deliberation.

June 1, 2002

In the February issue of Families in Business, Katharine Pulvermacher explained that gold, as a portfolio diversifier, can help families protect their wealth. In this issue, she takes a closer look at the fundamentals of the gold market

Katharine Pulvermacher is Manager of Investment Research at the Head Office of the World Gold Council. Her background is economics and econometrics.

In the February issue of Families in Business, Katharine Pulvermacher explained that gold, as a portfolio diversifier, can help families protect their wealth. In this issue, she takes a closer look at the fundamentals of the gold market

February 1, 2002

In the first of a series of three articles Katharine Pulvermacher discusses why including a small proportion of gold in a family business owner’s portfolio can increase the weight of higher-return, riskier assets – while maintaining a constant level of risk

"It'll never happen to me" is not an effective approach to risk management. Family businesses are vulnerable to events such as changes in ownership, family affairs and commercial issues. While nothing can provide absolute protection against all eventualities, much can be done to manage the risk associated with the investment of family wealth. Protecting the family's assets against potential financial trauma is the responsibility of the family office. However, family members whose funds are being managed can benefit from understanding the methods used to safeguard their wealth.

January 1, 2002

Wealth can provide family business members with many advantages and opportunities – good healthcare, excellent education, interesting travel experiences and the opportunity for family members to build new businesses. If not handled appropriately, however, wealth can result in a life of glitter with no substance

Though the management of a business family's financial assets is important, the success of the family should also be considered in terms of the members of the family living satisfying and productive lives.

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