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When to start discussing succession with your children?

We point out to clients who execute Wills that really they have only written a screenplay. We say the better thing is to show the script to the actors! We are hosting a lot of family meetings for this and clients are seeing huge value knowing their kids have successfully passed a fire drill and … Read more

The book is launched!

“Be A Better Ancestor – Build one of the great families” was launched last week. Thank you Chris Cuffe and Judith Fiander and Australian Philanthropic Services and all who turned out for a fun evening with clients and our other supporters. Chris told the fantastic story of PAFs and APS in an entertaining way that was … Read more

Testimonial

We received a nice testimonial from Noel Whittaker for our book “Be A Better Ancestor – Build one of the great families” in the SMH/Age and then again in Firstlinks – he must really mean it! SMH/AGE article – read here Firstlinks article – read here