Succession and wealth transfer

The first video episode on the five governance questions (the nomination, the trust deed, the decision record, the access map, succession), and an open call for the questions families want answered in Episode 2.

The governance gap between how families invest and how they run everything else that matters.

For estate planning solicitors with SMSF clients. Why the will and the binding death benefit nomination are drafted apart, rarely checked together, and how that fails.