Wealth Planning Guide

Wealth planning demystified

Our Wealth Planning Guide is a dynamic repository of information on the art of wealth planning. It is regularly updated with fresh insights – showcasing our work, conferences, publications, and events.

We are driven by a strong passion for continuous learning and development. We are enthusiastic about openly sharing our knowledge and experience, together with carefully chosen industry leaders.

Our aim is to promote holistic, purpose-driven wealth planning to a wider audience, in the spirit of reciprocity and collaboration.

Picturesque Aphorisms

Gain new perspectives on the challenges facing wealth owners through visuals with words

Decoding wealth

Navigate the complexities of wealth planning with our comprehensive
guidance

Conduct Conversations

Explore today’s key wealth planning topics, together with our
experts

Picturesque Aphorisms

Why should I invest in creating my wealth plan?

Creating wealth is just the beginning. We explore how to navigate it for generations to come.

Learn more

The importance of checks and balances in wealth planning

First things first: what are the governance and control mechanisms of your wealth plan? We explore the importance of a robust system.

Learn more

Does your wealth plan consider and strengthen your important relationships?

Why a strong wealth plan should balance tactical planning tools with emotional bonds.

Learn more

Is unresolved conflict obstructing your succession planning?

Why recognising and managing family ties is critical to realising your intentions for your planning

Learn more

Hidden motives: is a gift ever just a gift?

On the art of giving, the hidden costs of generosity, and how it can foster a sense of entitlement or stewardship

Learn more

The search for entrepreneurial equilibrium: how founders can achieve true work-life balance

Balancing an entrepreneurial spirit with personal well-being is a dynamic journey. It requires a blend of strategic self-care, robust relationships, and mindful adaptation

Learn more

Shattering successions: King Lear’s lessons for business handovers

Who gets a share and say in the family business?
We explore the principles and governance of dividing a business

Learn more

When does financial wealth teach us the wrong lessons?

In a world of deals and transactions, we expand our
notion of the meaning of wealth

Learn more

Decoding Wealth

The Conduct Formula

The power of a mathematical formula

Introducing the Conduct Formula – and how it helps wealth owners create a wealth plan that aligns with their purpose
The strength of purposeful planning

Using the Conduct Formula to explore different family perspectives, and find common purpose for a harmonious wealth transition

The journey from family conversation to family constitution

Exploring how families can align their goals and objectives through family retreats and constitutions

The Family Legacy Cycle

Embracing the Family Legacy Cycle to move beyond “Post-Signing Blues”

It’s common for families to experience difficulties after signing a family constitution. By understanding and embracing these hurdles, they can build resilience to appreciate more fully the journey ahead

The Family Wealth Navigator

Engineering generational prosperity with the Family Wealth Navigator

By integrating adaptive asset allocation with forward-thinking insight, families are able to gain clarity, predictability, and strategy over their wealth

The Purpose of Wealth Model

Transforming family goals into reality

Learn how the Purpose of Wealth Model uses “asset algorithms” to turn long-term goals into concrete action
Harmonising financial stewardship and legacy planning

Learn how the synergy of our Family Wealth Navigator and Purpose of Wealth Model can provide families with a comprehensive, actionable wealth plan

Perceptions and purpose

The role of trusts in modern wealth planning

Trusts are an oft-misunderstood planning tool

Discover how they can help wealth owners fulfil the purpose of their wealth plan – from protecting wealth for the future to contributing to society

Conduct Conversations

Women and wealth planning

A more active role awaits

Why female wealth owners should take a more active role in wealth and succession planning
Taking the lead

How female wealth owners can take a more active role in wealth and succession planning

Defining the destination

How to build a robust, adaptable wealth plan

Why families should avoid designing their wealth plan around short-term events – and focus instead on their ultimate destination

Preparing for the top of the mountain

How proactive, tailored mentoring can support the wealth owners of tomorrow

Why preparing the young adults of wealthy families for future responsibilities is too important to be left to chance

Giving while living

How wealth owners can approach their strategy for philanthropy

We spoke to philanthropist John Wood on why finding meaningful, impactful causes is key to unlocking the joy of philanthropy

Writing the next chapter

How entrepreneurs can adapt to life after exit

Exploring the challenges and the opportunities that come when an entrepreneur exits their business

Defining your reward philosophy

How entrepreneurs should approach incentives for their business

Rewards can motivate, or demotivate. They can bring a business together, or pull it apart. We explore how entrepreneurs should think about rewards to drive their business forward

Appetite for risk

How wealth owners can protect their investments in a complex world

Political, economic, legal: all investment carries risk. We explore how a holistic, strategic approach can help mitigate it

The future is coming

Why it’s time for entrepreneurs to consider a new approach with their family offices

The age of Excel spreadsheets is coming to an end. We spoke to expert Franz Angermann about what shared offices and digital platforms mean for the future of family offices