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

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.