We make a living by what we get, We make a life by what we give.

Winston Churchill











Articles & opinion

Succession planning for family offices (first published in GFOC Journal)

A recent survey found that 38% of global family offices do not have a succession plan in place and this needs to change if family offices are to thrive beyond the current generation. So how can family offices be successful in succession?

SEC Regulation Best Interest – a missed opportunity?

Rosalyn Breedy examines the proposal of Regulation Best Interest and Form Common Reporting Standard (CRS) by the US Securities and Exchange Commission (SEC).