Tag: wealth transfer
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A Son’s Early Inheritance Sparks a Sydney Family Feud Over $20 Million in Properties
Background of the dispute A multimillion-dollar dispute has unfolded in a Sydney court after a father’s decision to give the youngest of his three children an early inheritance ignited long-simmering tensions within the family. The case centers on properties worth about $20 million and a legacy that some family members say was never meant to…
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Few heirs keep their parents’ wealth advisors, Cerulli study finds
Most heirs likely to retain some form of wealth guidance As the wealth transfer wave looms, a Cerulli Associates study reveals a nuanced picture: while more than $120 trillion is expected to pass from current owners to the next generation over the next 25 years, only a minority plan to keep their benefactors’ wealth advisors.…