Intergenerational Wealth Transfer, Ageing and Family Transition
b'
In this episode our CEO Vincent O\\u2019Neill 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 \\u2013 How do you balance your retirement needs with your hopes for helping with a property purchase or school fees?
- Passing on your wealth \\u2013 What are the big picture questions to consider before you make a will? \\xa0Should you pass on wealth earlier?
- Planning for ageing \\u2013 What appointments do you need to make?
- Family transition \\u2013 What do blended families need to think about in transferring wealth?\\xa0 Are first relationship families that different?