Managing the risks for future wealth transfer for high net worth clients
STEP New South Wales
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.
12:30 - 13:30
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