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Family Wealth Transfer

February 22 @ 12:00 pm - 1:00 pm

- Free

You’ve heard it before, “shirtsleeves to shirtsleeves in three generations”. The challenges of transitioning wealth across family generations is reflected in the statistics – 70% of wealth transitions fail. This will be explored in the context of understanding some of the frustrations of the wealthy as well as a number of causes of wealth transfer failure. Most importantly, we will discuss the elements required to significantly improve the probability of wealth (and legacy) preservation beyond the third generation.

Presenter: Gavin Fineff

Event Recording

Details

Date:
February 22
Time:
12:00 pm - 1:00 pm
Cost:
Free
Event Category:

Venue

Sentinel Wealth Management
56 Pitt Street, Level 24
Sydney, 2000
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Phone:
02 8908 5300
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