News & Resources

We spoke with Daniel Moran, Managing Director of Moran Insurance Brokers to learn more about their boutique, family-owned business offering long term insurance solutions.

In Ask the Advisor, we put your questions to the experts. Our FBA Family Business Accredited Advisors answer frequently asked questions from family business clients for your benefit. Responses are from trusted professionals who understand the ins and outs of family business. In this Ask the Advisor, Jason Chequer, Managing Partner at Linara Group, answers the questions, "Do we need a family office?"

We spoke with the family behind Sharpe Engineering to learn more about their second-generation advanced manufacturing business.

In Ask the Advisor, we put your questions to the experts. Our FBA Family Business Accredited Advisors answer frequently asked questions from family business clients for your benefit. Responses are from trusted professionals who understand the ins and outs of family business. In this Ask the Advisor, Director at Jaquillard Minns Chartered Accountants, Mark Lane answers the question, "How do I involve our family in philanthropy and structured giving?"

Explore how long-term thinking, strong communication, and clear succession planning can safeguard your values and legacy, and build trust with your customers. Gain practical insights to help your family business thrive across generations while staying true to the values that define it.

ADLV Law have written an insightful article which explores succession and how to pass wealth on to the next generation.

In Ask the Advisor, we put your questions to the experts. Our FBA Family Business Accredited Advisors answer frequently asked questions from family business clients for your benefit. Responses are from trusted professionals who understand the ins and outs of family business. In this Ask the Advisor, Rebecca Hegarty from Bartier Perry Lawyers answers the question, "Why do I need to document this?"

Majestic Computer Technology: Why family businesses need an AI strategy, key considerations when designing one, and how to implement it effectively.

The Family Business Insights NZ Conference in Auckland was held on Thursday, 16 October. It was a great day of keynote presentations and speakers discussing leadership, succession and seeking help from outside sources.