Family Wealth Transfer Anxiety
For many families, the hardest question about passing on wealth is not how much to leave, but what that wealth might change.
Shamal Dass, Head of JBWere Philanthropic Services Australia, lifts his gaze from the crisis response of Covid-19 and reflects as a Board Director of multiple for-purpose organisations on what must be done next. We hope his insights may prove useful to you as you prepare for your next Board meeting, please click here to view the full report.
For many families, the hardest question about passing on wealth is not how much to leave, but what that wealth might change.
The $25. 8 billion sector hiding in plain sight New Zealand’s for-purpose ecosystem employs one in 13 workers and contributes as much to GDP as financial and insurance services.
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Bond markets may not always capture attention, but they have become an important focus for investors.
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