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The Secret Behind a Five-Generation Family Office

The Secret Behind a Five-Generation Family Office

by Linda Graham CFP® | 24 July 2026 | Family Wealth

Most successful family businesses can trace their origins to a remarkable entrepreneur. Far fewer can claim to have remained united, prosperous and influential five generations later. Yet that is precisely what the Eccles family has achieved. Their story, shared by...
The Ethical Dilemma: When a Referral Becomes Revenue

The Ethical Dilemma: When a Referral Becomes Revenue

by Linda Graham CFP® | 21 July 2026 | Ethics

Family offices are built on relationships. No single office, however accomplished, can employ every specialist a family may need. At different stages, it may call on tax advisers, trustees, lawyers, investment consultants, cyber-security experts, art valuers, property...
Would You Hire the Man Who Brought You Your Competitor’s Secrets?

Would You Hire the Man Who Brought You Your Competitor’s Secrets?

by Linda Graham CFP® | 21 July 2026 | Ethics

An adaptation from an excellent book on ethics written by Kennith Branchard and Norman Peak. A manager under pressure A divisional sales manager at a large technology company is facing a problem that will be familiar to many business leaders. Sales have been...
Citizenship: The Asset Class Families Overlook

Citizenship: The Asset Class Families Overlook

by Linda Graham CFP® | 9 July 2026 | Family Wealth

“The greatest inheritance we leave our children is not simply wealth, but the freedom to choose their own future.” When affluent families gather around a boardroom table or the dining room table to discuss their long-term plans, the conversation is usually a familiar...
The 283-year-old South African business run by the same family since 1743 – Daily Investor

The 283-year-old South African business run by the same family since 1743 – Daily Investor

by Linda Graham CFP® | 24 June 2026 | Family Wealth

Kirsten Minnaar • 16 June 2026 The Van der Merwe family have been running Boplaas, a farm in the Western Cape, for over 280 years – making it the oldest family-run business in South Africa. Payroll Prices noted that, despite the steep economic curve in the first...
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