Introducing Club 52 – The Essence of 52 Life-Changing Books

Introducing Club 52 – The Essence of 52 Life-Changing Books Are you a purpose-driven entrepreneur or a family seeking to elevate your life and legacy? Welcome to Club 52, where the essence of 52 transformative books awaits you!

New Podcast Episode Alert: Creating True Wealth and How Financial Planning Can Help Your Intentional Legacy with Vicki Wusche

Vicki Wusche, our guest for episode 14, has her own take on what constitutes wealth – Do you, too, want to live the way you want? What would you do if you never had to work another day in your life?
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New Podcast Episode Alert: How to be financially resilient in times of crisis

ave you got all your eggs in one basket?

Have you charged your money battery?

Are you in financial panic mode or do you look at a 10-years plus horizon?

Find out about Robert Gardner’s Top 10 Tips on how to manage your finances in times of crisis.

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The COVID-19 Crisis – What are the Implications for Family Wealth?

Preliminary Observations & Opinions

by Sascha Janzen

as per 28/04/2020

Like most people, I am closely following the news and debates about the ongoing COVID-19 crisis and the respective responses by governments across the world.

As a family business responsible for preparing investment advice and decisions, we keep asking ourselves what the ongoing COVID-19 crisis means for us and our investors. We are firmly grounded in property investment but are asking ourselves if and how we should re-allocate or diversify to be more robust in times of crisis. We are looking beyond the current challenges to position ourselves for the next phase of the crisis. Read more

Family Office Typology

In my day-to-day business the term “family office” is frequently used but when the conversation goes a little deeper I regularly find that my counterparts have little or no understanding as to what it actually means. Apart from the notion that all family offices are ultra conservative investors and shy away from any risk (and opportunity), the only other common denominator is the involvement of a family.

So, what actually is a family office and are they all the same or, if not, how are they different? Read more

Janzen & Co.

Top 5 Mistakes Handing Over Real Estate Assets To The Next Generation

In my experience, spanning over 20 years of working in the property investment industry, I have observed recurring problems in the process of handing over real estate assets to the next generation. The list of the top 5 mistakes identified are as follows: Read more

Top 5 Make Or Break Points For Successful Philanthropy

Without having any claim to completeness, I have found a number of things to be important to the success of philanthropic activities. This list of key points resembles a list that could be drawn up for any business venture and that is one of the key conclusions I have come to: treat your philanthropic activities as you would treat a business venture!

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Family Governance System

Extended Family Business System

The Four Dimensions to Consider in Family Governance and Succession

 

Substantial writing has been done about the three dimensions “Family”, “Business” and “Ownership” when setting up a family governance structure.

However, the prevailing Three-Circle Model of the Family Business System as developed at Harvard Business School by Renato Tagiuri and John Davis in the 1970s is not entirely complete. Read more