As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other.
Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations.
There are however significant risks with family constitutions that all advisers in the holistic estate planning space need to be aware of.
This webinar will use story sharing to explore the key aspects of family constitutions, including:
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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 clients in holistic Estate Planning
Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)
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