Dealing with families is often fraught with danger and planning in advance is critical. The advisor can play an important role in safeguarding both the wishes of the family and the asset base accumulated over the years. This presentation explores some of the issues that have arisen in his experience as an advisor to high net wealth private groups. Itl covers:
Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which assists baby boomers and others in the transition from business or work to the next phase of their lives. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. Current at 30 April 2015
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