As uncertainty continues around proposed capital gains tax changes, this WA Today article highlights a more fundamental issue facing many families – the conversations that are often left too late.
Research suggests a majority of families struggle to openly discuss wealth, succession and inheritance until circumstances force the issue.
For Fitzpatricks Advice Partners Lead Advisers, these moments are rarely about technical answers alone. They require thoughtful facilitation, bringing the right people together at the right time, and shaping advice that reflects not just financial positions, but family dynamics, intentions and long-term continuity.
Click here to read the article.
