Events
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Latest event
17/04/24- How estate planning could protect family wealth
Guest speaker: Troy Palmer, Partner, Private Advisory – Mills Oakley
In uncertain times it is important to consider how to protect the family wealth and assets you have built over a lifetime. This webinar helped to understand the various legal structures that could be used to shield your wealth from financial risks and legal challenges.
This webinar discussed considerations on:
- Establishing legal structures to help safeguard your assets
- Reducing financial risks
- Securing the financial wellbeing of you and your family
Troy is renowned for implementing robust solutions and documentation for complex estate planning scenarios, and he understands the emotion and sensitivity that attach to this area of law.
Important information
Program eligibility. If you didn’t receive the link to this Corporate Partners Program site directly from your organisation, you may be ineligible to receive Program benefits. To check, ask your employer, community group or government organisation if they’re a BankSA Corporate Partner e.g. contact your group coordinator, HR or department head. If you still have questions, fill in a few details and one of our team will aim to get back to you within one business day.
This information is general in nature and has been prepared without taking your objectives, needs and overall financial situation into account. For this reason, you should consider the appropriateness for the information to your own circumstances and, if necessary, seek appropriate professional advice.
The Webinar content represents the opinions of individual guest speakers across spoken topics and does not represent Westpac Group’s view. The content of the information provided in the Webinar is general in nature and has been prepared without taking your objectives, needs and overall financial situation into account. For this reason, you should consider the appropriateness of the information to your own circumstances and, if necessary, seek appropriate professional advice.