Family Wealth Transfer Anxiety
For many families, the hardest question about passing on wealth is not how much to leave, but what that wealth might change.
Why Philanthropy: A call for family philanthropy to fund innovation
Philanthropy comes from the heart – from the love of humankind. It’s deeply personal and circumstantial.
In this paper John Morrow looks at the role philanthropy plays and offers some advice on how to chart a philanthropic journey and make it a successful one. You can view the full paper here.
To find out more on how philanthropy can be integrated into a broader investment strategy talk to your Adviser, or John Morrow, Head of Philanthropy for JBWere NZ, on 09 365 0825 or email him at john.morrow@jbwere.co.nz
News & Insights
Economic Value of the Sector: Measuring Aotearoa New Zealand’s for-purpose ecosystem.
The $25. 8 billion sector hiding in plain sight New Zealand’s for-purpose ecosystem employs one in 13 workers and contributes as much to GDP as financial and insurance services.
Video
"License to Yield"
Bond markets may not always capture attention, but they have become an important focus for investors.
