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Family Wealth: 5 Things To Consider
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Toby Johncox of Enness Global and Jordan Williams from Artorius talk about the importance of fully understanding your investment portfolio, exposure to risks and protecting wealth for future generations.
They talk about the 5 most important things to consider when it comes to understanding and preserving family wealth:
- Understand your investment portfolio
- Understand your debt position
- What is the right investment strategy?
- Thinking about the next generation – wills, life insurance, powers of attorney
- Talking to other family members so they know what investments the family has
These are really critical topics for everyone at the moment regarding wealth in the current market and putting appropriate plans into place.
Jordan Williams summarises the nature of the conversations he's been having with a number of wealthy families. There've been five main themes that should capture the attention of any family during this current time. And the purpose of this discussion is to address those five things.
Many wealthy families will be using debt as part of their overall investment strategy, whether that's debt in-built into some of the investments and products they've invested in, and often real estate finance which is secured against the portfolios that they have built. But again, similar to the investment strategy which these families have, they're often not aware of how this debt is actually working, what their contractual obligations are with this debt. And, unfortunately, what we saw for many is that when markets fell, the value of their portfolios fell. But obviously, the value of their debt remained the same. And many were concerned about issues such as shortfalls, and funding margin calls, and even the threat of forced sales.
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