Discussing family wealth, budgets and financial plans with your children can be an uncomfortable conversation to initiate as a parent. When should you start? Who can help facilitate these discussions? From my years of working with families, I understand these concerns, and I’m here to share some insights on how I can help families navigate …
Money Matters With Children: How And When To Talk About Wealth Read More »
The glittering world of entertainment is alluring, with fame, fortune, and the spotlight as its constant companions. Performers and entertainers are not only artists but also entrepreneurs of their personal brand. While the applause & recognition are exhilarating, managing the complexities of wealth, legacy, success, and personal affairs can be challenging. This is where a …
Managing the Spotlight: Family Office for Performers and Entertainer Read More »
Across Africa, family-owned businesses form the fabric of local economies. A small grocery store that has stood on a bustling corner for decades; a factory where generations have toiled to craft quality products or a tech startup that has emerged from a garage and now thrives as a household name. From bustling market stalls to …
How to Sustain Family-Owned Businesses Through Generations Read More »
African Family Businesses – In the vibrant landscape of African family businesses, a quest for longevity and prosperity is underway. As these businesses intertwine culture and commerce, there’s a lot they can learn from the well-woven tapestry of Jewish family businesses. Let’s unravel the lessons they offer and explore how African family businesses can weave …
Strengthening African Family Businesses: Lessons From The Jewish Legacy Read More »
Multifamily Offices – Hey there, married folks! 👋 I’m taking a moment today to chat about something that’s close to my heart – marriage, family, and the financial rollercoaster that often comes with it. As someone who’s also navigating the exciting yet complex world of marriage, I get it – juggling responsibilities, dreams, and building …
Lifelong Adventures, Lifelong Plans: Multifamily Offices for African Couples Like Us Read More »
Protecting your family legacy is a crucial goal in estate planning, and both trusts and wills can play a role in achieving this objective. Each has its advantages, however, living trusts offer several advantages over wills when it comes to safeguarding and preserving a family legacy. Living trusts and wills are estate planning tools typically …
Your Family Legacy: 8 Advantages Living Trusts Have Over Wills Read More »
Dreaming of a life filled with adventure, financial security, and global opportunities? Acquiring a second citizenship might just be the key to unlock a world of possibilities. With an ever-increasing number of individuals seeking alternative citizenship options, the advantages of holding dual citizenship are becoming increasingly apparent. In this blog post, we explore six remarkable …
I have spent a couple of years advising CEOs and Founders on their personal affairs, and one thing sure stands out – their legal, finances and wealth planning needs are pushed to the back burner.  As a Founder/CEO myself, I can totally relate with this – between growing the business, taking care of your team and …
A multifamily office (MFO) is a wealth management firm that provides comprehensive financial services to families and individuals with an ultra-high-net-worth. Since they work with such high-net-worth clients, multifamily offices may vary significantly in the types of services that they provide or the types of clients they choose to work with. While family offices …
If your goal is to own a business you can pass on to the next generation, listen up! The leadership, structures and processes in your family and business are the reasons why you will be able to pass your company on to future generations. You may be wondering how families like the Fords, Waltons’ and …
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