Apt Webinar | Family Wealth & Estate Planning: How to Secure the Next Generation

Passing wealth to the next generation is one of the most significant decisions a family will make. Done well, it protects what you have built, strengthens the people who receive it and creates a legacy that lasts beyond a single lifetime. Done without a plan, it can leave families exposed to conflict, tax inefficiencies and outcomes nobody intended.

In this webinar, Family Wealth & Estate Planning: How to Secure the Next Generation, Dermot Reiter, Senior Financial Adviser at Apt Wealth Partners, and Leon McPaul, Partner at KPA Lawyers, walked through the key wealth and legal dimensions of intergenerational planning, covering why so many transfers fall short, what success actually looks like for different families, and the practical strategies to get it right. Topics included the major estate planning levers, risk areas such as blended families and business interests, and the common traps to avoid.

Whether you are in the early stages of thinking about succession, managing a complex family structure or looking to strengthen an existing plan, this session offers clear and actionable insights to move forward with confidence.