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  Miscellaneous 2022

Intergenerational wealth transfer

Source: National

Published Date: 26 May 2022

 

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This video covers:
  • Key changes in the landscape of intergenerational wealth transfer in recent years
  • Understanding your client's structure, where control lies and what assets are actually owned
  • Protecting wealth from relationship breakdowns down the lineal line
  • Transitioning control of the family business - particularly when it operates via trusts
  • Gift and loan back - a viable strategy?

Individual Session

Intergenerational wealth transfer

Author(s): Will Monotti , Bernie O'Sullivan CTA
Materials from this session:

Author(s)

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Miscellaneous 2022

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