Why Intergenerational Wealth Management is more than a will and a superannuation form

Massive wealth transition underway We now sit at the beginning of the largest-ever transition of wealth in Australia’s history. That transition is not from taxpayers to the government. But, instead, from the baby-boomer generation (born 1946 to 1964) to their children and/or grandchildren. Who is prepared for the great transition of wealth? My experience is […]