• Episode 5 Waiting for the D Bus

  • Dec 10 2023
  • Length: 38 mins
  • Podcast

Episode 5 Waiting for the D Bus

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  • Summary

  • You’ve invested blood, sweat, tears and hard earned cash into your business. But as much as things might be going OK, you never know what’s around the corner.

    “Nothing is certain except death and taxes” Benjamin Franklin once said.

    In modern life, turns out there’s a multitude of other complicated twists you might also have to deal with - all the D words - Divorce, Defactos, Family Dynamics, Cognitive Decline, and the list goes on.

    This brings with it a bunch of legal, financial, and personal considerations, which all come under the heading Succession Planning.

    Basically, making sure you are sorted for things that might happen and the one thing we all know definitely will happen.

    So let’s get on board the D Bus and talk through the issues with Australia’s very own Will Whisperer - Eliza Newson, Director - Trustee Services with Mutual Trust in Melbourne.

    Want to know more about the ground breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au - or email us at purposeofwealth@mutualtrust.com.au


    Purpose of Wealth is hosted by Narelle Hooper
    Producer and editor is Samuel Phelps
    Executive Producer is Lauren McWhirter

    See omnystudio.com/listener for privacy information.
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