Insights
Thoughtful perspectives on communication, legacy, and the evolving role of narrative in families of influence.
The Most Overlooked Asset Families Have – Narrative Capital
When we speak of family wealth, we naturally focus on the tangible assets that we can count, value, and report. Families often discuss investment portfolios, operating businesses, trusts, real estate holdings, and governance structures with impressive sophistication...
Why Family Offices Could Become the Most Influential Institutions You’ve Never Heard Of
"The best way to predict the future is to create it." — Peter Drucker When most people receive a life-changing cancer diagnosis, they look for the best specialist they can find. American financier Michael Milken chose a different path. Instead of asking who could...
The Secret Behind a Five-Generation Family Office
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
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?
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
“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
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...
What Dr Seuss Knew About Money That Many Families Forget
By Linda Graham CFP®, Founder, The Legacy Script. It might seem a little absurd that lessons to teach families of substantial means would be in the offing from a children’s author. After all, Dr Seuss was the creator of strange beasts, impossible landscapes and...
From airborne to advisor: Chad Philips on Governance, Succession and Family Office Advisory
The path to advising families on governance, succession, and long-term wealth is rarely linear. In this Q&A, Chad Phillips, Business Development Director at Suntera Global, reflects on a career shaped by military service, family enterprise, and hands-on asset...
The New Age of UK Wealth Planning – The Importance of Structure
By Attila Kadiköy, Founder & Managing Partner at Levantine & Co. (Pty) Limited How a Tax Rule Change Shifts the Conversation For many internationally mobile families, the UK has historically been a land of opportunity, stability and global connection. But...
The Long Game: What Tennis, Politics and Family Wealth Have Taught Me
Cameron Bell, Levantine & Co If you had told me when I was sixteen years old that I would one day be working with wealthy families, discussing intergenerational wealth planning and helping clients navigate increasingly complex financial structures, I would have...
The Four-Year Threshold: Protecting Your Wealth After the Non-Dom Reform
A Quiet Shift With Significant Consequences. For many internationally mobile individuals, the UK’s non-dom regime shaped financial planning for years. It influenced where people chose to live, how wealth was structured, how offshore assets were managed, and in some...
Interview with Alexia Walker – Independent Art Advisor to Family Offices
I had the distinct pleasure of interviewing Alexia Walker, the top independent arts advisor to family offices and directly to families of influence. The interview provided me with valuable insights into treating valuable paintings as part of the asset management...
The Space Between Attendance and Influence
In many families, inclusion is measured visibly. Who attends the meeting? Who sits on the board? Who receives the report? Who is invited into the conversation? On paper, participation appears balanced. And yet, over time, families often discover that presence and...
Technology Is Changing How Families See Their Wealth—But Not How They Understand It
When Visibility Arrives Before Context. A second-generation family member recently made an observation that felt surprisingly revealing: “I can see everything now. I’m just not always sure what I’m looking at.” The comment was not about access to information. The...
The Meaning Behind The Legacy Script Logo
At first glance, The Legacy Script’s logo appears intentionally simple: three interlocking circles. But the symbolism behind it sits at the centre of how we conceptualise intergenerational wealth. The circles represent three generations within a family enterprise or...
The Quiet Power of Absence in Family Decision-Making
In most families, the shifts that matter most do not happen loudly. Defining moments are rare. No dramatic disagreement. No formal withdrawal. More often, it begins quietly. Someone who once contributed openly starts speaking less. A family member attends meetings...
Neurological Difference Is Not Disruption
In many families, two people can sit through the same conversation and leave with entirely different interpretations of what they said. One walks away energised by possibility. Another leaves unsettled by what feels unresolved. A third may still be contemplating a...