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New financial year goals: Building wealth through the generations
Manage episode 366638684 series 1448752
While the TV series Succession has captured audiences for its dramatic storyline, themes explored through the show reflect what families can face when it comes to growing and maintaining wealth through the generations. So how can Family Offices be successful in growing wealth from generation to generation? The upcoming new financial year is an ideal time to assess wealth strategy and consider aspects such as structure, strategic goals and appointing an Enduring Power of Attorney for future success.
🔎Want to learn more about Grant Thornton? Click here.
🎧Want to listen to more of our podcasts? Click here.
🎧Follow Navigating the New Normal on Apple Podcasts or Spotify
🗒️Kirsten Taylor-Martin's LinkedIn
🗒️Heather Gouveia's LinkedIn
73 episodes
Manage episode 366638684 series 1448752
While the TV series Succession has captured audiences for its dramatic storyline, themes explored through the show reflect what families can face when it comes to growing and maintaining wealth through the generations. So how can Family Offices be successful in growing wealth from generation to generation? The upcoming new financial year is an ideal time to assess wealth strategy and consider aspects such as structure, strategic goals and appointing an Enduring Power of Attorney for future success.
🔎Want to learn more about Grant Thornton? Click here.
🎧Want to listen to more of our podcasts? Click here.
🎧Follow Navigating the New Normal on Apple Podcasts or Spotify
🗒️Kirsten Taylor-Martin's LinkedIn
🗒️Heather Gouveia's LinkedIn
73 episodes
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