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October 10, 2019

Europa-Park founder Roland Mack measures success in succession, Grupo Bimbo spends dough on British bagels, Pinault and Arnault families give $330 million to Notre Dame restoration.

Europa-Park founder Roland Mack measures success in succession

The founder of Germany´s largest theme park has praised his family and hailed the importance of good governance and succession planning as he celebrates his 70th birthday this week.

September 19, 2019

Alessi sells sizable share to finance growth, Sodexo scores high on sustainability for 15th year, Rockefeller moves into tech founder succession planning.

Alessi sells sizable share to finance growth

The Italian Alessi family behind some of the most recognisable designer homeware products in the world has sold a 40% share of its business for an undisclosed sum to a UK private equity firm.

The Alessi company was fully owned by the founding family, who were looking for a partner to help them grow the firm, Oakley Capital announced this week. Alessi family members Alberto, Alessio, Michele and Stefano kept 60% of the company and pledged to reinvest in the firm.

September 13, 2019

Family offices are adopting the entrepreneurial flair of venture capitalists in their pursuit of bespoke real estate deals, Moonshot startups, sustainability projects and cross-border investments.

Family offices are adopting the entrepreneurial flair of venture capitalists in their pursuit of bespoke real estate deals, Moonshot startups, sustainability projects and cross-border investments.

September 9, 2019

Family businesses play a significant role in the global economy, and a number of business empires are family-owned. And just like any company today experiencing a tech-driven change, family-run enterprises aren’t an exception. To remain competitive, however, these firms should have a clear sense of what they want to accomplish and adjust accordingly. 

Family businesses play a significant role in the global economy, and a number of business empires are family-owned. And just like any company today experiencing a tech-driven change, family-run enterprises aren’t an exception. To remain competitive, however, these firms should have a clear sense of what they want to accomplish and adjust accordingly. They can’t stubbornly oppose change and insist on the same business practices forever, because it could be detrimental for them and cause irreparable damage.

August 23, 2019

A fair-trade plastics recycling company in Kenya is the latest social investment of patient capital by the entrepreneurial investors of a Dutch family of wealth.

A fair-trade plastics recycling company in Kenya is the latest social investment of patient capital by the entrepreneurial investors of a Dutch family of wealth.

June 5, 2019

How can family office investors identify real growth opportunities in times of increased economic volatility? Multi-Asset Strategist Cara Lafond outlines how to tune out the noise to focus on long-term asset allocation.

How can family office investors identify real growth opportunities in times of increased economic volatility? Multi-Asset Strategist Cara Lafond outlines how to tune out the noise to focus on long-term asset allocation.

 

 

 

KEY POINTS

May 20, 2019

Ethically minded, technology savvy and eager to make a positive impact—the next generation are driving family offices’ movement into sustainable and impact investing. But are the expectation of returns realistic or are families just following a trend?

Sustainable and impact investing continue to be attractive for family offices and are among the fastest growing areas in the average family office investment portfolio. But uncertainty persists for many interested in the asset class, with fewer expert advisers compared to more traditional classes. 

Family offices increased their foray into sustainable investing over the past 12 months, with more than one-third (38%) now engaged in the practice, according to The Global Office Family Report 2018 (GFOR). 

April 3, 2019

Sustainable investment assets have rocketed by more than a third in value in two years to $30 trillion worldwide, according to the new Global Sustainable Investment Review out this week.

Sustainable investment assets have rocketed by more than a third in value in two years to $30 trillion worldwide, according to the new Global Sustainable Investment Review out this week.

Japan, followed by Australia-New Zealand and Canada powered growth the most while Europe, the United States and Japan had the highest value of sustainable investing assets.

March 14, 2019

The family behind Britain’s last domestically-owned carmaker says it sold its majority stake to an Italian family private equity firm to secure the future of its 110-year-old business.

The family behind Britain’s last domestically-owned carmaker says it sold its majority stake to an Italian family private equity firm to secure the future of its 110-year-old business.

Sports car manufacturer Morgan Motoring Company will be acquired by Italian investment group Investindustrial next month on undisclosed terms. The investment was made without financial debt and Morgan will have a positive net cash position upon closing of the transaction in April.

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