Wealth management preparation – the NextGen

Wealth management preparation of the next generation who will have control of your hard-earned wealth, ensures that they will be equipped to optimise the benefit they derive from your generosity. The intergenerational wealth transfer by the middle of this century will be in the order of trillions of dollars - yes, even here in Australia! Your assets will be part of this transfer (either coming to you or passing from [...]

By |2021-04-16T15:48:45+10:00August 14, 2010|Estate Planning|0 Comments

Intergenerational Assets

What are Intergenerational Assets? By this term, we at Continuum Financial Planners Pty Ltd refer to assets that a family accumulates over time and that then pass from one generation to another. Assets such as family heirlooms, 'cultural' treasures (personal intellectual property) and philosophies as well as wealth in the form of the generic asset classes of cash, property and 'equities'. Whilst some readers may ask where there is sufficient [...]

By |2018-09-26T11:40:43+10:00January 13, 2010|Estate Planning|0 Comments
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