About this Episode

How do you protect your wealth, your family and your legacy? In this seminar, recorded live at the United Service Club in Brisbane and facilitated by Brock Fisher, three professionals work through a detailed scenario - a married couple with a blended family, business interests, investment properties, a self-managed super fund and a share portfolio - and each walks through their recommendations, followed by live questions from the audience. <em>This is the live version, recorded about two months after the studio session. The scenario is expanded with additional features, the delivery is presentation-style with each expert at the microphone, and there's live audience Q&A. For the shorter studio version, see Video 1.</em>

In this conversation:

• Financial risk management and insurance for business owners and couples
• How a financial adviser approaches wealth management for families
• Financial agreements – also called binding financial agreements, prenups or postnups – and how they protect assets at every stage of a relationship
• Estate planning for couples with blended families and complex assets
• Business succession planning for company structures
• Using family trusts to protect an estate from future claims
• Why having no estate can be the best defence against estate claims
• An interactive Q&A with all three professionals

Running time: 1 hour, 21 minutes and 20 seconds