We spend a lot of time talking about succession planning, fairness and preparing the next generation to inherit wealth. But preparation can start long before any wealth changes hands.
In a recent feature in The West Australian, Fitzpatricks Adviser Conlie Salvemini shares his perspective on how the language and behaviours around money at home can shape the financial lessons children carry into adulthood.
For families thinking about intergenerational wealth, the discussion is an important reminder that successful wealth transfer is about more than structures and inheritance. It is also about the conversations, values and financial habits established along the way.
Pleased to see this issue covered in The West Australian.
