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Why 70% of wealth transfers fail – A roadmap for managing family wealth across generations paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 16 Aug 16 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the great wealth transfer
  • why 70% of wealth transfers fail
  • a roadmap for managing family wealth across generations
  • case study.

Author profile

Brad Simmons
Brad is an accomplished family office executive with extensive experience in family strategy, communication and governance. Drawing on his expertise in investment management, corporate finance and law, Brad is uniquely placed to help families manage their wealth in an integrated way. - Current at 29 July 2016

 

This was presented at 2016 Vic Family Business Day .

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Individual sessions

Introduction: How family businesses differ from other businesses

Author(s):  Dan Simmonds

Materials from this session:

Threats to family business

Author(s):  Dan Simmonds

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Why 70% of wealth transfers fail – A roadmap for managing family wealth across generations

Author(s):  Brad Simmons

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Small business perspective

Author(s):  Graeme WHITE

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Family business and remuneration

Author(s):  Josh Day

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Family governance

Author(s):  Elise Elliott

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