23 Apr 2024
Planning for the next generation
James Dunlop |
Australia is facing an unprecedented transfer of wealth as baby boomers retire. It also presents policy and planning challenges.
James Dunlop
General Manager Private Banking & Advice
About James Dunlop
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31 May 2023
Succession: beating the third generation “curse”.
James Dunlop | General Manager Private Banking & Advice
You can spend your life creating generational wealth only to see it squandered, leaving younger family members to start out with nothing. How do you avoid this fate?