This presentation covers:
- understand the family and business
- genograms v structuregrams
- client objectives
- considerations for advisers
- different perspectives.
Estate planning
Succession
2015
Setting the scene - Laying the foundations
Source: QLD
Published Date: 16 Sep 2015
Details
- Published By: Murray Howlett CTA, John Ioannou CTA
- Published On:16 Sep 2015
- Took place at:Tattersall's Club, Brisbane
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Tags
Estate planning
Succession
2015
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