Private Wealth

Intergenerational Wealth Transfer, Ageing and Family Transition

Person image

In this episode our CEO Vincent O’Neill is speaking with Private Wealth Adviser Kirsten Lynn about helping your adult children, transferring your wealth, planning for ageing and family transition.

We cover:

  • Helping your children – How do you balance your retirement needs with your hopes for helping with a property purchase or school fees?
  • Passing on your wealth – What are the big picture questions to consider before you make a will?  Should you pass on wealth earlier?
  • Planning for ageing – What appointments do you need to make?
  • Family transition – What do blended families need to think about in transferring wealth?  Are first relationship families that different?

Ten Golden Rules of Investment

Read more

Ten Golden Rules of Retiring Retirement

Read more

How to divide wealth without dividing your blended family

Read more