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Global Wealth & Where We Stand Today

Posted by Elaine W. Leon on 17 April 2017

As discussed in the previous blog, both high-net-worth and ultra-high-net-worth individuals are on the rise. Let’s examine a little closer in detail as to what this exactly means. With the help of Wealth-X research, we have learned that there are 199,235 UHNW individuals across the world. When their wealth is combined, it equals to that of $27.8 trillion.  These individuals have increased a whopping 6.3% in the last year alone.

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Global Wealth & The Family Office

Posted by Elaine W. Leon on 11 April 2017

A family office is generally designed to prepare family members to manage, sustain, and grow their wealth across multiple generations.  While many of us have our own definition of what we consider to be wealthy, the industry views individuals with a minimum of $ 1 million as a high-net-worth individual.

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The Peak Magazine Article on Pulling Together

Posted by Dr. Kirby Rosplock on 28 May 2016

Significant differences can be found in the way Asia's newly wealthy view the usefulness of a family office from their peers in the West, but finding harmony is the key to success. 

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Tharawat Magazine on Why FFI Is Really an Institute

Posted by Judy Green, President of FFI on 16 November 2015

“At FFI, scholarly research and generated knowledge is publically disseminated through rigorous peer-reviewed research articles published in Family Business Review (1988), and usable findings published in the FFI Practitioner including
the FBR Précis. Interest in family business research is now global and multi-disciplinary, but this was not always the case.

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New Trends in the Family Office Landscape An Interview with Daniel Goldstein

Posted by Dr. Kirby Rosplock on 5 October 2015

In this week’s blog, I interview family office expert, Daniel Goldstein, who has been advising UHNW families across Europe and the United States on their liquid investments, businesses, structuring, direct real estate investments, family dynamics, yachts, concierge services and philanthropy since 1994.

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Wealth Management for Multigenerational Families an Interview with Declan Ramsaran

Posted by Dr. Kirby Rosplock on 11 May 2015

In this week’s blog, I interview Declan Winston Ramsaran, Managing Director at PANGEA Private Family Offices based in Toronto, Canada. Declan talks to us about wealth management for multigenerational families.

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Capturing Generational Legacy

Posted by Dr. Kirby Rosplock on 10 March 2015

In this week’s blog post, I discuss generational legacy, and what this entails for both the senior generation and the next generation.

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The Evolution of the Family Bank and the Role of the Family Office

Posted by Dr. Kirby Rosplock on 11 February 2015

In this week’s blog post, I discuss the evolution of the family bank, and the role of the family office in family banks.

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The Role of the Family Bank and Four Keys to Success

Posted by Dr. Kirby Rosplock on 27 January 2015

In this week’s blog post, I discuss the role of the family bank, and four keys to successful implementation of this entity.

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The Role of the Family Office in Building a Foundation for Financial Independence

Posted by Dr. Kirby Rosplock on 7 January 2015

The desire for progeny of wealth families to develop an appreciation for financial independence is often top of mind for the family office. Especially families seeking to preserve their wealth for generations yet to be born appreciate the need for all of their members to be thoroughly educated and prepared for the responsibilities of family wealth. Without this preparation, families may not be adequately prepared to make shared decisions as owners. Family Office Exchange (FOX) has found that wealth education activities can help increase the odds of producing next generation family entrepreneurs; Through cultivate the knowledge, commitment and unity among family members, fostering a sense of engagement and ownership, maintaining family wealth while encouraging their philanthropic endeavors, and grooming the next generation to successfully take responsibility for their wealth, the question of sustaining the family wealth may not be as feared.

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