Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator will be your main point of contact.
Note: This event is for Advisors only.
This month's topic: Women and Wealth - Shaping the future of family enterprise
About our Speaker: Kim Venter
Kim joined JBWere in 2022 from Canada where she held the position Portfolio Manager/Investment Adviser with a top wealth management firm. With nearly 20 years of wealth management experience, including private banking and investment management in both Canada and South Africa, she brings a diverse understanding of enterprise client service to the team.
Kim is passionate about building trusted client relationships and providing tailored advice and support associated with the transition of wealth and control across generations.
She works closely with the specialists across the business to design and implement a tailored framework that allows the family to address all aspects of their enterprise so that they can preserve and grow the wealth and legacy well into the future.
A little more on the topic - How we choose to pass on our assets, values and legacy is one of life’s most impactful decisions. With Australia’s ageing population, rising wealth, and the growth in women controlling wealth means generational planning deserves deeper attention. This session explores insights from JBWere’s Bequest Report and the Growth of women and wealth white paper to help advisors guide families more intentionally.
Key Takeaways:
Bequest decisions extend beyond finance: Advisors have a critical role in helping families align wealth transfer decisions with their values and long-term legacy aspirations.
The Great Wealth Transfer is underway: Australia’s ageing population and rising asset accumulation mean the coming decades will see unprecedented wealth transfers. Advisors will need to provide more deliberate and structured guidance to support families through this transition. Consider how this trend is impacting your practice.
Women are transforming the wealth landscape: Women are projected to inherit AUD $3.2 trillion in what will be Australia’s largest wealth transfer. Their growing influence in wealth ownership and decision-making demands a more inclusive, nuanced approach to family advisory, wealth management, and legacy planning.
We look forward to seeing you there.
This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via video, please contact Lisa Jay, FBA State Representative NSW/ACT for the link.
Thank you to our Event Host:
To help with breakfast catering, please register in advance. Spry Roughley are generously hosting this event, and accurate numbers will ensure we can look after everyone on the day.
Please contact the FBA Office on 1800 249 357 if you need assistance registering for this event.
Click here to view the terms and conditions.
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