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

Winston Churchill

Articles & opinion

Death, dementia or disaster - the importance of succession planning and adverse circumstances

In her article for The Wealthnet, Rosayln Breedy shares a few of her observations on the need for good governance and succession planning.

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?