Australia is in the middle of a $5.4 trillion wealth transfer. Baby boomers and the silent generation hold 70% of the nation’s wealth and according to Perth’s leading succession lawyer, most of it won’t transition successfully. In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Morgan Solomon, founding director of Solomon Hollett Lawyers, to unpack what actually happens when estate planning goes wrong and what successful families do differently.
Knowledge hub
Why 60% of Australians are Headed for an Estate Planning Disaster with Morgan Solomon
Plan your future
Get in touch
For trusted financial and investment planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.