For founders, it is legacy.
For the next generation, it is agency.
For their advisers, it is continuity.

Client event - keynote or dinner

So, What Do You Want Your Wealth To Do?

A keynote on legacy, family and the conversations worth having

You have worked hard for what you have. And there are things you think about that you have not quite said out loud yet. Whether your children are ready for what they will inherit. Whether your family will stay close when the time comes. Whether there is a way to do something meaningful with what you have built, not just pass it on and hope for the best.

These are not financial questions. They are human ones. And they deserve more than a legal document and a conversation that never happened.

• -How to protect what you have built
• -How to give in ways that are meaningful
• -How to prepare the next generation for what is coming
• -How to leave something that lasts beyond the money

Available as a keynote, hosted client event or intimate dinner conversation, delivered in partnership with your practice or professional association.

Practice development - adviser workshop

Families who give together, stay together. And with their adviser.

The giving conversation that makes you valuable across generations

The biggest threat to an adviser's practice is not market volatility. It is the client who dies without their heirs knowing who you are. In the first twelve to twenty-four months after a founder dies, advisory relationships rarely transfer automatically. The next generation has their own questions, their own priorities, and usually their own ideas about who they want advising them.

The advisers who survive that transition are the ones who were already in the room. This workshop is built around one of the most overlooked opportunities in financial advice: using giving - structured, intentional, multigenerational giving - as the vehicle for building relationships with the next generation while the founder is still alive.

• -A giving conversation framework for your next client review
• -A clear map of the giving structures available to Australian clients
• -A practical guide to when and how to refer to specialist providers

Technical - adviser workshop

What the estate lawyer sees. A map for advisers.

Complex estates, structural vulnerabilities and avoidable failures

By the time a family calls an estate planning lawyer, one of two things has happened. Either someone has done the work and the transition, however painful, is going to be manageable. Or they have not, and what follows will be expensive, slow, and damaging in ways that go far beyond money.

This workshop is drawn from the coalface. It is built from patterns: the recurring fact situations, the avoidable disputes, the assets that bypassed the estate, the family relationships that did not survive the process. Binding nominations that undermined the broader strategy. Documentation that drifted out of alignment. Control mismatches that only became visible at death.

• -The blended family where the second spouse and adult children are now in dispute
• -The business owner whose buy-sell agreement was never updated
• -The superannuation death benefit that went somewhere nobody expected
• -The will that was perfectly valid and completely wrong

Generational - adviser and client workshop

Heirs are not yet clients.

Preparing the next generation for stewardship, not just inheritance

Financial literacy is not stewardship readiness. And the difference matters more than most families realise. The next generation's relationship with wealth begins forming long before any transfer takes place. Their expectations, their sense of entitlement or responsibility, their understanding of what the family has built - all of it is shaped by conversations that did or did not happen, by values that were or were not made explicit.

By the time wealth transfers, the patterns are already set. The question is whether they were set deliberately. This workshop gives advisers a framework for thinking about the next generation not just as future account holders, but as people who need to be prepared for what is coming.

• -How to facilitate values conversations with clarity
• -How to bring adult children into the advisory relationship without destabilising the dynamic with the founder
• -How philanthropy functions as one of the most effective stewardship training grounds available to families