Insights
Perspectives That Matter for Families Across Generations
Kaveri Capital’s insights page presents original thinking shaped by deep experience with entrepreneurial families, cross-border wealth and the lived realities of succession and governance.
Featured Insights
The Hidden Costs of Inaction: Why Wealth Preservation Means More Than Avoiding Loss
Conventional advice often frames wealth preservation as merely avoiding mistakes or minimising volatility. We challenge this: In our experience, inaction – postponing decisions on succession, governance or philanthropy – carries subtler but far greater costs over time. This piece explores why doing nothing can erode family unity, reduce opportunity and unintentionally undermine legacy, and shares actionable ways families can move forward before decisions are forced on them.
Beyond the Balance Sheet: Cultivating “Family Capital” in the Next Generation
While much attention is devoted to investments, tax and legal structures, few address the real differentiator of enduring family prosperity: “family capital.” We unpack approaches to fostering attachment, shared purpose and stewardship skills in younger generations, from facilitated retreats to co-creating a family charter, and why these investments routinely yield higher returns for unity and legacy than any single asset allocation decision.
International Life, Local Values: Turning Global Complexity into Family Opportunity
With families increasingly spanning borders, success is measured not just in global returns but in navigating the complex interplay between different legal, cultural, and societal norms. This insight details less-discussed strategies for turning complexity into advantage: finding local champions for overseas assets, bridging value systems across continents, and creating governance structures that protect family voice in every jurisdiction where you live or invest.