An extract from my conversation with Jill Gardner – Part 2
Jill Gardner is a part of the seventh generation of a very successful family in the US, the Laird Nortons. Here, she shares…
Read MoreAn extract from my conversation with Jill Gardner – Part 1
Jill Gardner is a part of the seventh generation of a very successful family in the US, the Laird Nortons. Here, she shares…
Read MoreThe end to a family succession battle
We were pleased to be asked to comment on this topic in the The Australian Financial Review (13-14 September). Read the article online…
Read MoreWhen 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…
Read MoreEven more important conversations – this time with the legend Dr Lee Hausner
I met the author of “Hats off to You 2” and “Legacy Family” to discuss these other books by Lee Hausner Phd and…
Read MoreLegacy Law Book Club – Lee Hausner Phd’s book “Hats Off to You 2”. We read for you again – like your parents (hopefully) did.
This one is inspired by the selection headaches faced by the coach of the Irish and British Lions (deliberate typo) which is relevant…
Read MoreMore important conversations – this time with the legend Dr Lee Hausner
I met the author of “Children of Paradise” and “Legacy Family” in Beverley Hills recently (the things I do for my people) and…
Read MoreThe 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…
Read MoreTestimonial
We received a nice testimonial from Noel Whittaker for our book “Be A Better Ancestor – Build one of the great families” in…
Read MoreLegacy Law Book Club – some philanthropic thoughts at tax time
We review Peter Winneke’s excellent book “Give while you live” – in short highly recommended.…
Read MoreRecent Insights
- Some thoughts on the planet seen from Europe
- Private Invitation to BABA Adviser Program starting mid October 2026
- Legacy Law Book Club – new edition
- Changes to trusts in the 2026 Federal Budget
- Thoughts on legacy on ANZAC Day 2026
- Private Invitation to BABA Adviser Program starting 11 June 2026
- Jay Hughes Book Recommendation
- My Conversation with Jay Hughes – Part 2
- Legacy Law Book Club – “The Second Mountain” by David Brooks.
- An extract from my conversation with Jill Gardner – Part 3