From silos to strategy: Managing intergenerational wealth effectively
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From silos to strategy: Managing intergenerational wealth effectively
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In this episode of the ifa Show, host Keith Ford speaks with Dwayne Fernandes, senior financial adviser and partner at Principal Edge, about the complex realities of intergenerational wealth transfer for high‑net‑worth families and why a multi-disciplinary team is so important for client success.
Fernandes breaks down the blind spots that can undermine long-term outcomes when professionals take a siloed approach rather than working collaboratively, and why financial advisers are well placed to take the project lead role.
Tune in to hear:
- How the $3 million super tax – and the new $10 million threshold – could change client thinking.
- Why early, proactive estate and succession planning is essential.
- The shifting role of the financial adviser.
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