When registrations for in-person attendance reach capacity, you are welcome to attend online. Please email sherft@familybusiness.com.au or marcus@platinumpeople.com.au to receive the Teams link.
Important: If you are no longer able to attend, please let us know as soon as possible so we can offer your place to someone else. Thank you!
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator Marcus Armstrong will be your main point of contact, marcus@platinumpeople.com.au.
Note: This event is for Advisors only.
This month's topic: Intergenerational Wealth Strategies
Key takeaways:
- The Family Bank: Creating a family bank to support financial independence.
- Investment Bonds for Grandchildren: Securing the future of the younger generation.
- Independent Wealth: Allocating family wealth for management independent to the broader family or family office.
- Preparation and Education: Preparing the rising generation to oversee family wealth. Teaching family members how to make, keep, spend, and manage money effectively.
About our speaker: Jason Chequer, Sayers Group
Jason has over 30 years of experience advising families and family offices, blending technical expertise in investments and wealth planning with practical, family-centered guidance. He specialises in helping families manage existing wealth effectively and prepares those new to wealth or about to inherit it. Jason collaborates with families, their members, and advisors to design and implement comprehensive wealth management strategies that integrate both financial and family dynamics, ensuring holistic and successful wealth management.
We look forward to seeing you there.
This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via video, please contact Sarah Herft for the link.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
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