The families that navigate generational transition most successfully are not those with the best wills or most sophisticated portfolios, but those that clarify values, build governance and embed a culture of stewardship long before it is needed. JBWere's Kim Venter busts four myths that oversimplify the great wealth transfer and obscure the deeper work families must do to sustain wealth across generations.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Estate Planning