Succession Planning: Avoiding Pitfalls for a Smooth Transition

What is Succession Planning? Succession planning in the context of family wealth management involves the process of preparing for the seamless transfer of leadership, management, and ownership of a family business or wealth to the next generation or chosen successors. This strategic undertaking is key in ensuring the continuity and long-term sustainability of the family's…

ByBrand & Comms TeamJune 24, 20240Comments

Family Office Advisory

Nurturing Harmony: Avoiding Battles in the Family Business

Family businesses are unique entities that blend personal relationships with the challenges of running a successful enterprise. With ownership, management, and control predominantly held by family members, they play a crucial role in generating employment and driving economic growth. Studies reveal that family businesses contribute significantly to global GDP and job creation. Their resilience during…

ByBrand & Comms TeamJune 24, 20240Comments

Meristem News

Best Global Inflation Forecaster Award for 2023

The month of May closed beautifully well for us as our Research Team was honoured with the prestigious Award for Best Global Inflation Forecaster in 2023 for Nigeria. This remarkable achievement underscores our team's relentless dedication and commitment to providing top-tier financial analysis and forecasting. This recognition isn't just an honour, it's a validation of…

ByBrand & Comms TeamJune 3, 20240Comments

Investment

Diversify Your Portfolio with Meristem’s Mutual Funds

Are you looking to invest your money but unsure about navigating the different options? Meristem offers a variety of mutual funds that can cater to your investment goals and risk tolerance. Mutual funds offer a solution; pooling resources from various investors to invest in a diversified portfolio managed by professionals. This article explores three of…

ByBrand & Comms TeamMay 29, 20240Comments

Estates and Trustees

Degrees in the Bag Despite…

Deborah and her Twin Sister Vivian graduated last week with first-class honours. While Deborah is now an architect, Vivian will attend Nigerian Law School in August to become a lawyer! It was an extremely emotional day during the graduation ceremony for the twins because of the absence of their Parents. The Twins had lost their…

ByBrand & Comms TeamMay 27, 20240Comments

Financial Advisory

Understanding Credit Ratings in Nigeria

Credit rating is an independent assessment of the creditworthiness of companies and governments, determining their solvency. It is based on the financial statements of these entities to assess if their business operations are sound. Rating agencies publish these ratings, generally categorizing them as either Investment Grade or Speculative Grade. Importance of Credit Ratings Regulatory Use:…

ByBrand & Comms TeamMay 23, 20240Comments

Family Office Advisory

Preserving Your Story for Generations

ByBrand & Comms TeamMay 22, 20240Comments

Registrars & Share Transmission

Empowering Women: Understanding Probate in Nigeria

In this Women's month, it's crucial to address issues that affect women in various aspects of life. One often overlooked area is probate—something many may not fully understand, yet it profoundly impacts women, especially in Nigeria. What is Probate? Probate is the legal process of administering the estate of a deceased person, ensuring that their…

ByBrand & Comms TeamMarch 28, 20240Comments

Family Office Advisory

The Power of the Family Story in Wealth Preservation

Accomplished patriarchs and matriarchs carry the battle scars of their entrepreneurial journey, lessons unique to their family's story. From failed attempts to multiple rejections, doggedness in the face of hopelessness, bad decisions with tough consequences, and the ultimate joy of breaking through. The lessons are similar on the wealth journey, yet uniquely theirs, forming the…

ByBrand & Comms TeamFebruary 13, 20241Comment