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In this episode, Darren Heveren, an expert in supporting High Net Worth Families with their intergenerational wealth transfer, shares his deep knowledge and experiences from an illustrious career. Initially a partner at Deloitte, Darren sheds light on the intricacies of family offices in his own practice, their objectives, how to establish and operate one, and the importance of trust. He also talks about the intergenerational transfer of wealth, how the ATO is targeting these families for good governance structures, and the value of having a trusted advisor. Learn how Family Offices can be tailored to individual needs and hear real-life examples of how they operate to preserve and grow family wealth over generations.

00:00 Getting Started in Family Offices

02:26 Understanding the Family Office

03:43 Core Objectives and Services

05:44 Intergenerational Wealth Transfer

10:14 Case Study and Trusted Advisor Role

12:13 Establishing a Family Office

23:40 Challenges and Solutions

31:26 The #CriticalFewActions™

This episode is sponsored by the #CEOMasterclass in #StrategicPlanning and Implementation. Get together with a team of peer business owners and CEOs to develop and test your Strategic Plan, and then, Implement it. Get out of your business into a confidential space to work ON your business, learn from peers who share your lived experience, problem solve and get support from each other.

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#WealthManagement

#IntergenerationalWealth

#FinancialPlanning

#TrustedAdvisor

#NotAlone

#BusinessGrowth

#BusinessStrategy

#VisionAndStraetgy #BuildRevenue #DeliverProfitability #SupportPeoplePerformance #DriveAssetReturns #DevelopOrganisationLearning