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FAMILY


OFFICE THE FUTURE


7 YOUR FAMILY OFFICE FUTURE 9


28 Generating the vision Introduction from the IFOA executive chairman


Scott AJ MacDonald, IFOA executive chairman, introduces the first platform to promote the concept and benefits of a Family Office within the China- Australia dynamic.


11 Welcome to your Family Office journey 12


Richlink Capital chairman Jason Zheng writes that families and family businesses must think outside the box in order to thrive in the unique environment of the ultra-high net-worth (UHNW).


12 Tailoring the right solution


A new wave of Asian wealth is in need of bespoke wealth-protection solutions, writes Scott AJ MacDonald.


16 Heart and mind


Zinzan Cunningham talks to Visionary Investment Group CEO Michael Guo about keys to a successful Australia-Chinese investment dynamic.


18 Bespoke solutions 28


Paul Dagarin talks with Jason Zheng about bringing thought leadership and best-practice advice about Family Offices to China.


21 History and the Family Office


To explain the Family Office concept, it’s useful to go right back to the beginning.


24 Turn a bad reputation around Insights into the offspring of UHNW Chinese.


25 THE VISION 40


26 The family leaders’ responsibility Insights offered by Sydney-based John Marshall of Marshall Investments about a Family Office journey.


Paul Lucas, a lawyer who practices in the area of family business and management/ownership transition, says you can help children to become stewards of the family legacy.


30 An Australian case study


James Kirby, the proprietor of Hungerford Hill Wines and former chairman of the NSW committee of Family Business Australia, writes of his Family Office journey.


32 An exciting, concessional pathway to Australia


The Australian government’s Significant Investor Visa program has created an exciting, concessional pathway for high net-worth investors looking to migrate to Australia, writes Claire Smith of Macquarie Specialist Investments.


34 The family strength


UK research shows employees are happiest in family businesses. How can this research inform family businesses in Asia?


36 The ultimate objective


Succession plans should be all about people, not money.


38 A sporting city


Blacktown City is home to 1 in every 70 Australians and is regarded as one of the fastest growing Local Government areas in Australia.


39 THE STRUCTURE


40 Establishing the Family Wealth solution Scott A J MacDonald and Mark Voumard provide a blueprint for those looking to implement family wealth solutions, and present an overview of the steps in the process.


FAMILY OFFICE: THE FUTURE 3


Contents


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