Family Office - Wealth

Keep up to date with wealth trends, news and insights from some of the leading experts. Here is a collection of articles that may be of interest to you.

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Wealth Tsunami…Postponed?

Lately there has been a marked uptick in commentators predicting an impending mass transfer of wealth to the next generation within...

The Importance Of Remaining Invested

Navigating the ups and downs of financial markets can be daunting. Remaining invested when markets fall may seem counter intuitive, but...

Major Global Survey By STEP Reveals Attitudes To Wealth

STEP, the professional body for trust and estate practitioners, has today launched a major report Attitudes to Wealth – the first STEP...

Time To Take Your Pension Lump Sum?

Martin Lindsey, Head of Advice at FBU Partner Brooks Macdonald , provides his thoughts for people considering withdrawing their pension...

Teaching Children About Financial And Wealth Literacy

Financial literacy is a critical life skill that lays the foundation for sound financial decision-making and economic well-being. As the...

Finding The Balance Between Being A Family & Working In Business Together

Navigating the complexities of a family business can be challenging. With the mingling of familial ties and professional...

Manage Your Wealth Like Your Business

If you’re involved in a family-run business, you’ll know first-hand that people who run their own businesses often become embedded in the...

Get The Next Generation Ready For Inter-Generational Wealth Transfer

There’s a huge intergenerational wealth transfer brewing, as baby boomers start to think about passing on their assets. Private Client...

Raising Children Ready For Wealth Transition

Transferring wealth to the next generation is a complex process that transcends numbers and legalities. It’s a delicate balance of...

Managing Your Wealth - Questions for Family Business Professionals

The specialist wealth managers at Brooks Macdonald understand the priorities of successful family business people. The team have been...

Why You Need A Will If You’re Running A Family Business

In many ways, family businesses sit at the heart of commerce in our country. From small scale business-to-consumer outfits to larger...

Have You Considered A Family Investment Company (‘FIC’)?

A FIC is an investment vehicle with the main benefit being the ability to pass on wealth to the next generation whilst retaining some...

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