16 subscribers
Player FM 앱으로 오프라인으로 전환하세요!
#93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)
Manage episode 445706246 series 1164419
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other.
Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations.
There are however significant risks with family constitutions that all advisers in the holistic estate planning space need to be aware of.
This webinar will use story sharing to explore the key aspects of family constitutions, including:
- Why family constitutions can be useful
- What key issues should be addressed in any family constitution.
- When should morally binding arrangements be entered into
- When should legally enforceable arrangements be used
- What are the key risk areas advisers must avoid
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #79 – Family Trust Deeds: What all advisers must know
PODCAST: #69 – Agribusinesses + Trusts: The formula to avoid Failure
Listen to View’s previous episodes here.
12 에피소드
Manage episode 445706246 series 1164419
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other.
Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations.
There are however significant risks with family constitutions that all advisers in the holistic estate planning space need to be aware of.
This webinar will use story sharing to explore the key aspects of family constitutions, including:
- Why family constitutions can be useful
- What key issues should be addressed in any family constitution.
- When should morally binding arrangements be entered into
- When should legally enforceable arrangements be used
- What are the key risk areas advisers must avoid
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #79 – Family Trust Deeds: What all advisers must know
PODCAST: #69 – Agribusinesses + Trusts: The formula to avoid Failure
Listen to View’s previous episodes here.
12 에피소드
ทุกตอน
×1 #93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other) 47:48
1 #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families 41:28
1 #89 – To bind or not to bind – unbundling the great BDBN debate 46:22
1 #86- Adviser Facilitated Estate Administration and Probate: Stories of Success 1:01:13
플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.