New research: best practice in succession planning

It is the number one issue when it comes to family governance: how to equip the next generation to take the reins of the business. And rightly so, the ‘rule of 92’ holds that 92% of a family’s wealth is lost by the third generation. So you know you need a viable succession plan, but what is the best way of protecting the business?

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James Badenhorst
A transatlantic view

I’ve just come back from a very interesting week in the US. First stop was Silicon Valley which included attendance at the excellent MorningStar Plug and Play event. Invited by the Head of Fintech at MorningStar, we showcased Finlight to family offices and end-investors.

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James Badenhorst
Top tips for reporting

It’s that time of year: January heralds a return to the gym, a healthy eating regime and...reporting. If you’re wading through Excel spreadsheets - as family officers ourselves we’ve been there! - check out our top five Excel hacks:

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James Badenhorst