moving on from now to next

Moving from now to next

Planning based on particular objectives comes naturally to most of us, but faced with planning the journey of transitioning wealth many of us hesitate.

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How The Welk Company used an ESOP for Shareholder Liquidity

How The Welk Company used an ESOP for Shareholder Liquidity

The Welk Company started in 1964 with the famous television band leader Lawrence Welk going on a road trip to San Diego, meaning to invest in an orange grove, and coming back with a motel on a nine-hole golf course.

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Moving away from the core – having a ‘family office’ manage diversification risk

Moving away from the core – having a ‘family office’ manage diversification risk

The ‘family office’ is often the administrative vehicle used by a family which looks to manage the transformation of its capital into a pool of investments.

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Three Factors for Decision Making

Three Factors for Decision Making [Video]

KPMG France Partner Joelle Tubiana discusses three factors for decision making in family business.

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The Family Office as a ‘civil service’

The Family Office as a ‘civil service’

The function of the family office can be seen as a Civil Service so that its members enjoy the benefits of a coordinated supply of services.

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Modelling the Family Office on the Family Business

Modelling the Family Office on the Family Business

KPMG UK Partner, Mike Walker, discusses the transition from the family business to the family office.

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Conflict resolution and the family council

Conflict resolution and the family council

Conflict is inevitable in families, and more so in families that live, work, and control assets together. Nevertheless, the very success of a multigenerational family-owned company is evidence of historic good management and the family’s relationship with the business, even if problems or crises later ensure.

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moving on from now to next

Tips for Outside Investors in Family Businesses

Investing in a family business can be fraught with risks and obstacles, and outside investors sometimes shy away from being the first to take the plunge when it comes to investing in a family firm.

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Involving Family Members in the Wealth Preservation Process

Involving Family Members in the Wealth Preservation Process

KPMG Partner, Vanessa Patterson discusses involving family members in the wealth preservation process

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The Design of the Family Office

The Design of the Family Office

To help harness the benefits of success for future generations, wealth creators and their inheritors have used ‘private’ family offices to manage the needs of the family.

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