Why planning for succession is planning for success
There is careful planning involved at every stage of the business life-cycle, such as launching new product lines, entering new markets and moving into adjacent industries. An owner-managed business would be adept at managing such transitions, and the rigorous planning that precedes them.
Why is it then, that a different logic should apply when faced with the question of planning for succession to the family business?
The changing face of growth equity in Europe
Growth equity is focused on the space between venture capital and traditional private equity. Investments are made often as a large minority stake into companies at earlier stages with proven product/market fit, that are unprofitable or structurally profitable.
Life after family business exit: Where will the road lead next?
For many, it's the culmination of a lifetimes work. You've sold your business, the deal has completed and a large amount of cash has landed. Where do you go next?
How family investors are putting their wealth to work against global challenges
Family entrepreneurs attending the leading 23rd European Family Office Forum are putting their money where COP26 politicians' mouths are by sustainably investing in transformational ventures and gaining healthy returns.
The essential and influential forum will be held by Campden Wealth on 3-4 November. The exclusive gathering returns to its in-person format in London for its 23rd edition.
Covid-19 pandemic accelerates families' growing interest sustainable investing
Family philanthropists agree the Covid-19 pandemic has accelerated their sustainable investments, not only driven by their re-evaluation of wealth with purpose priorities, but also by changing consumer expectations and gainful market returns.
Families embrace sustainable ESG investing as a business opportunity and a family value
Family principals engaged in sustainable investing welcome the rising interest among private wealth holders in investing to tackle the climate crisis, but some warn real world action must follow and insist families can take the lead in positive change.
Some families said they see environmentally sustainable investing as a way for private and public investors to collaborate. Others see the discipline as a core family business value, or as part of a broader trend in environmental, social and governance investing over centuries.
The latest estate and succession planning trends in Europe
Ultra-high net worth individuals (UHNWIs) inevitably have cross border aspects to their affairs. They own assets in and/or have connections to multiple jurisdictions around the world and as such, in advising them, an awareness of international succession law is vital.
The contradictions and complications of ESG investing
Whatever your preferred word of choice is for describing a process that's far from straightforward, environmental, social and governance (ESG) investing fits the bill. We don't say this lightly, either, given that the bar for complexity around most investment matters is typically quite high. But when it comes to incorporating ESG factors into an investment process, the complexities involved can rise to a new level.
Navigating the family business success(ion) maze
Artificial intelligence, the ESG avalanche, increased global mobility and a virus that has turned lives upside down and shifted behaviour and one thing is clear: the world is not the same as it was some years ago and trying to plan for a transition in today's environment is challenging at best.
Preparing for generational wealth transfer post-Covid-19
Every industry has seen sharp changes over the last year and a half due to the pandemic, but the wealth sector has seen a major shift with the generational wealth transfer timeline shortening significantly.