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Family Office

Philanthropists donate $6.2m through Perpetual

LAURA MILLAN  |  MONDAY, 10 AUG 2015
Perpetual clients have donated $6.2 million to not-for-profit organisations through the inaugural IMPACT Philanthropy Partnership program.

US family office association expands to Australia

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
A US-based association for family offices and their advisers is expanding in Australia and New Zealand and has appointed a market leader for the region.

Wilson to raise $550m for philanthropic LIC

LAURA MILLAN  |  MONDAY, 29 JUN 2015
Wilson Asset Management chairman Geoff Wilson wants to raise $550 million for a philanthropic listed fund, the largest float for a listed investment company (LIC) in Australia.

PwC acquires Smorgon family office business

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
PwC has acquired David Smorgon's family office business, Pointmade, in a bid to bolster its family wealth division.

Australians ill prepared for financial future

STAFF WRITER  |  MONDAY, 22 JUN 2015
Australians are potentially being complacent about their finances with little or no plans in place now and for the future, according to the latest survey data from CUA.

APAC fastest growing region for millionaire investors

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
Asia Pacific is the region where the number of high net worth and ultra-high net worth individuals grew faster during 2014, the World Wealth Report found.

Top bankers get together for pro bono venture

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
Some of Australia's top investment bankers will offer their skills and advice on mergers and acquisitions for the Adara Group, which will use the profits to help improve the lives of women and children in poverty in the developing world.

Family office fintech solutions on the rise: IRESS

LAURA MILLAN  |  MONDAY, 1 JUN 2015
Family offices are increasing demand for a technology solution that blends trading and back office management, IRESS managing director of Australia and New Zealand financial markets Kirsty Gross revealed.

Government scraps philanthropic donation fees

LAURA MILLAN  |  FRIDAY, 29 MAY 2015
Philanthropists will no longer need to pay fees to the Australian Taxation Office (ATO) to donate listed shares and managed funds.

Old families make way for self-made billionaires

LAURA MILLAN  |  WEDNESDAY, 27 MAY 2015
Today's billionaires are not the heirs of wealthy families, but young self-made entrepreneurs who have a strong appetite for clever risk-taking, an obsessive focus on business and a strong work ethic.