Family Office

NEWS
Sep 01
Tax on Inheritance in Australia: What Family Offices and High-Net-Worth Estates Need to Know

Many high-net-worth families and their advisors operate under a dangerous assumption: that Australia’s lack of a formal inheritance tax means estate transfers are largely tax-free. This misconception can cost estates hundreds of thousands of dollars in avoidable liabilities. While Australia abolished federal estate duties in 1979, the tax on inheritance in Australia is far more […]

Aug 16
Family Office Investment Strategy: A Practitioner’s Framework for 2026

The most sophisticated pools of private capital in the world are quietly repositioning. Family offices managing generational wealth are no longer content to mirror institutional playbooks; they are writing their own. As macroeconomic uncertainty, technological disruption, and shifting tax landscapes converge in 2026, the families that preserve and compound wealth will be those guided by […]

Aug 14
Investment Management for Family Offices: A 2026 Framework

The landscape of wealth preservation has shifted dramatically, and family offices that cling to outdated approaches risk falling behind in an increasingly complex financial environment. As we move deeper into the mid-2020s, the stakes have never been higher for high-net-worth families seeking to protect and grow multigenerational wealth. Effective investment management for family offices now […]

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