Bianca Flowers from MarketWatch, speaks with Samy Dwek about manners in which we can protect our portfolios against a rise in inflation. This is especially pertinent after the recent spate of government data and spending.
Global Banking and Finance review published Samy Dwek’s follow up article to “Family office vs Founder’s Office“, dealing with the issue of generational change and whether family’s, their family office’s or their advisors are ready .
Samy Dwek was quoted on Bloomberg, around the recent sale of Medline, by Andy and Charlie Mills, to Carlyle and Blackstone. Families selling their businesses are facing hurdles that require good planning and family discussions.
Do we truly have Single Family Offices or do we, in fact, have Founder’s Offices, focused on the matriarch and patriarch? What are the risks and can we change their destiny, enabling them to represent the entire family?
Following the downfall of Archegos Capital and the fallout for a number of banks, family offices are in the spotlight for the wrong reasons. Samy Dwek opines on some of the issues when leverage is brought into the equation.
Not all families are prepared for life after selling the family business. Suddenly being in the public eye and having sizeable wealth to oversee brings many challenges. With it comes the requirement for appropriate planning.
Family offices are not set up with many of the issues families face in mind. The family dynamic is mostly forgotten or ignored. Instead, the effort is focused on the money side i.e. management of the businesses and wealth.
Bruce Sellery of Moolala discussed with Samy Dwek some of the issues families face when discussing the families wealth with the next generation. What are the consequences of avoiding that critical conversation?