Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern world.
To ensure advisers are off-risk – and adding value – holistic estate planning strategies to manage the ‘outlaws’ are essentially compulsory.
This event will explore a range of key approaches and recent developments including:
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
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