In our last survey, 29% of respondents said building a wealth transfer/succession strategy was one of their top investment goals.

In this session you will learn more about:

- Beginning the wealth transfer journey
- Navigating the different generational approaches to investing
- Key considerations for those controlling a family business
- The transition of generational wealth to women
- How technology can help (or hinder) in the wealth transfer process
- Mitigating the risks of family break-ups and other issues
- Structuring succession including tax, trusts, companies, SMSFs and the overall timing of wealth transfer