2020 Vision
The next decade of wealth
As the world evolves at pace, what does that mean for you?
The start of this new decade has brought some of the biggest changes and challenges the world has ever seen. As we navigate this new reality, individuals and families are faced with decisions and choices that will affect their legacy, and the future…for years to come. Join us as we share insights on the topics of legacy and wealth transfer, impact investing and philanthropy.
Legacy
Thinking about the future of your family and the protection of your assets can be daunting. Being prepared and well informed can help bring peace of mind amidst uncertainty. Understand what it means to define a legacy, what your peers are prioritising and how the needs and wants of the next generation are shaping the future for us all.
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“Gen Z are digital natives who've grown up with the world's network, market and knowledge in their pocket…But these digital natives also value face-to-face contact more than any other cohort.”
Dr. Eliza FilbyAuthor and generational expert
Legacy & wealth planning articles
Transferring wealth: Customising a plan for modern families and the next generation
With changing social attitudes, wealth transfer plans should be personalised to meet the new needs of the next generation.
Succession-planning tips for your family business
Knowing when to start succession planning is one of the biggest challenges. Lay the groundwork now to help plot a transition to the next generation.
Seven wealth planning strategies for turbulent markets
Your plan should be your focus, not the market. Review your strategies and make sure they reflect your current risk appetite and your goals.
Do you have an insurance plan? Tips for protecting your family wealth
Planning for income replacement should be a part of your long term financial plan. Learn how insurance could help.