Publications
The importance of a proper Plan B
Written by: Stefan Liniger, September 2020.
It’s natural to want your family to be protected should something unexpected happen to you or your wealth, like a sudden illness or economic downturn. And to believe the plans you’ve made are robust and comprehensive…
Family businesses and the increasing importance of the Family Bank
Written by: Ed Lee, Philip Marcovici and Stefan Liniger, September 2020.
Ispahani Advisory is pleased to have published this article on the Family Bank in association with the Institute for Family Business.
What is a Family Bank and why is it important for family businesses?
The American saying of ‘shirtsleeves to shirtsleeves in three generations’ originated in the late 19th century and continues to ring true for many once-wealthy families around the world, and in this age of relentless and unprecedented disruption, protecting family interests through the generations is harder than it’s ever been…
Withers White Paper – A Brave New World? Political risk minimisation for wealth and business owners
Written by: Hussein Haeri, Iraj Ispahani and Philip Marcovici, May 2020.
Family Sustainability
An article on Family Sustainability has just been published by Dr Khaled Soufani, Director of the Circular Economy Centre, Academic Programme Director of Family Business programmes Cambridge Judge Business School. The Circular Economy concept is of vital importance to sustainability and tackling climate change. Family businesses can play a key role in advancing the key Circular Economy goals of recovery, recycling and reuse. This article is accompanied by perspectives on the circular economy concept by Iraj Ispahani and Philip Marcovici.
Family Office Magazine, Spring Edition 2018
The Executive Education unit of Cambridge Judge Business School has launched a new Responsible Family Business and Wealth Ownership Programme, with the inaugural session for families taking place in Cambridge, England in October 2018.
Withers White paper – Political risk minimisation: A roadmap for wealth and business owners
Written by: Hussein Haeri, Iraj Ispahani and Philip Marcovici, June 2018.
Political Risk Minimisation – A roadmap for wealth and business owners
Family Office Magazine, Winter Edition 2018
Political risk is one of the most salient concerns of international investors today. Such risks are far from being confined to nationalisations or direct expropriations of international investments.
Lights, Camera, Action! – Conduct in Asset Management
Authors: Iraj Ispahani and Mark Abrahamson, Oliver Wyman, 2015
Asset managers have had a relatively easy ride. At least as far as scandals are concerned, the industry has not been subjected to the vilification directed at banking, whether for mis-selling or for undermining market integrity. “We have a proud fiduciary legacy” is the prevailing motto, appealing to a golden era (perhaps imaginary) when the industry invested carefully for a modest fee.