16 subscribers
Gå offline med appen Player FM !
Podcaster värda att lyssna på
SPONSRAD
![We Have The Receipts podcast artwork](https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/32.jpg 32w, https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/64.jpg 64w, https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/128.jpg 128w, https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/256.jpg 256w, https://cdn.player.fm/images/37350108/series/3hptiqPGSZRELxyS/512.jpg 512w)
![We Have The Receipts podcast artwork](/static/images/64pixel.png)
1 Love Is Blind S8: Pods & Sober High Thoughts with Courtney Revolution & Meg 1:06:00
#93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)
Manage episode 445706246 series 1164419
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other.
Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations.
There are however significant risks with family constitutions that all advisers in the holistic estate planning space need to be aware of.
This webinar will use story sharing to explore the key aspects of family constitutions, including:
- Why family constitutions can be useful
- What key issues should be addressed in any family constitution.
- When should morally binding arrangements be entered into
- When should legally enforceable arrangements be used
- What are the key risk areas advisers must avoid
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #79 – Family Trust Deeds: What all advisers must know
PODCAST: #69 – Agribusinesses + Trusts: The formula to avoid Failure
Listen to View’s previous episodes here.
12 episoder
Manage episode 445706246 series 1164419
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other.
Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations.
There are however significant risks with family constitutions that all advisers in the holistic estate planning space need to be aware of.
This webinar will use story sharing to explore the key aspects of family constitutions, including:
- Why family constitutions can be useful
- What key issues should be addressed in any family constitution.
- When should morally binding arrangements be entered into
- When should legally enforceable arrangements be used
- What are the key risk areas advisers must avoid
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #79 – Family Trust Deeds: What all advisers must know
PODCAST: #69 – Agribusinesses + Trusts: The formula to avoid Failure
Listen to View’s previous episodes here.
12 episoder
Alla avsnitt
×![Artwork](/static/images/128pixel.png)
1 #93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other) 47:48
![Artwork](/static/images/128pixel.png)
1 #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families 41:28
![Artwork](/static/images/128pixel.png)
1 #91 – Business Restructures and Asset Protection 47:50
![Artwork](/static/images/128pixel.png)
1 #90 – Timeless questions … about going timeless 47:10
![Artwork](/static/images/128pixel.png)
1 #89 – To bind or not to bind – unbundling the great BDBN debate 46:22
![Artwork](/static/images/128pixel.png)
1 #88 – Trust Horror Stories… the 8th Edition 45:25
![Artwork](/static/images/128pixel.png)
1 #87 – Ousting the Outlaws in Estate Planning 46:51
![Artwork](/static/images/128pixel.png)
1 #86- Adviser Facilitated Estate Administration and Probate: Stories of Success 1:01:13
![Artwork](/static/images/128pixel.png)
1 # 85 – Estate planning in 2024 – where are we at? 46:27
Välkommen till Player FM
Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.