Managing the risks for future wealth transfer for high net worth clients

Host group
Host Left
Hosted by
STEP New South Wales
Event Type
Web Event
Date

Speaker: Peter Whitehead TEP, Associate Partner, Perpetual Family Office.

Peter will focus on strategies within families to future proof succession to ownership and control of wealth:

  • Family governance and avoiding the risk of financial abuse in the event of declining capacity
  • The impact of the choice of attorney and how to advise the attorney
  • Entity control
    • Self-Managed Superannuation Funds
    • Family Trusts

This is an online only event. 

Cost group
Event Cost
Australian Dollar
25.00
STEP Members
Australian Dollar
35.00
Non-members
Schedule
12:30 - 13:30
Contact
Amy Howells
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