The Bank of Mum and Dad: lending money to family while protecting your legacy
Dermot Reiter
Jul 10, 2025
With property prices soaring, the notion of home ownership is fast slipping from the grasp of young Australians. Where are they turning? The trusty ‘Bank of Mum and Dad’. It’s…
Family Trusts and Disputes: Protecting Your Legacy
Dermot Reiter
Mar 21, 2025
The recent high-profile case involving the Murdoch family trust in the US is a stark reminder of the potential for family trust disputes to escalate dramatically. While the Murdoch case…
Managing risk in intergenerational wealth transfer
Preston Foster
Sep 05, 2024
By 2050, $3.5 trillion in wealth cultivated by the baby boomer generation will be passed on to their children and grandchildren. This has been labelled the ‘great wealth transfer’, and…
Intergenerational Wealth Transfer: 5 tips to navigate family dynamics
Preston Foster
Nov 07, 2022
Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. So…
Protecting your children’s inheritance from divorce
Preston Foster
Feb 25, 2021
Family relationships are complex and constantly changing. Whether it is your divorce or that of one of your children, a marriage breakdown changes dynamics. While you may maintain the most…
How do I ensure my wealth will effectively transfer to my beneficiaries?
Andrew Dunbar
Sep 08, 2020
When we talk about financial goals and future planning with our clients, a common question or priority is about wealth transfer to beneficiaries. For many, it’s not only about ensuring…
