Search Results | Showing 51 - 60 of 112 results for "Wealth transfer" |
| | | Developing a wealth transfer plan remains on the to-do list for Australia's wealthiest, according to LGT Crestone's latest State of Wealth report. The report, now in its fourth year, uncovered nearly two thirds of Australian high-net-worth (HNW) ... |
| | | | ... industry participants need to rise to the challenges and opportunities presented by the great intergenerational wealth transfer, AUSIEX chief executive Patrick Salis says. According to AUSIEX's latest research report, titled On the Precipice of Change ... |
| | | | ... family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected over the next two decades, KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing ... |
| | | | There's a mismatch between family offices' top stated purpose of wealth transfer and the processes, governance, and risk management in place to ensure that, with only 42% having a wealth succession plan in place. That's according to the latest UBS Global ... |
| | | | Global property developer Tishman Speyer and Singaporean-based Raffles Family Office (RFO) have established a new partnership to launch the Tishman Speyer/Raffles Family Office APAC Opportunity Fund I. The fund will target value-add and opportunistic ... |
| | | | ... typical client is around 62 years old and on the verge of retirement. However, with the huge intergenerational wealth transfer about to take place, the bulk of which is expected go to millennials, the face of the client is changing," he acknowledged. ... |
| | | | ... that, but it's also really smart investing." Elsewhere, Steed said she is particularly excited about the gender wealth transfer. She said: "Right now, around a third of global wealth is controlled by women, and expectations are that within 30 years the ... |
| | | | ... five Australians still have super within four years prior to death, with a mean balance of about $500,000. "The wealth transfer between couples as a result of superannuation death benefits is something that will require forensic examination. Given the ... |
| | | | ... happy and invested in with you." But in the coming years, Fischer said, it will be important to focus on their wealth transfer to millennials and Generation Z. "Keeping your eye and keeping your pulse on these emerging investors will be critical if you ... |
| | | | Young Australians are putting billions of dollars of inheritance at risk with their current money management behaviours, according to new research from Findex. The research, commissioned by Findex, explored the spending, saving, and investing behaviours ... |
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