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Kids get ready for $3.5 trillion wealth transfer, The Age, Cara Waters

September 18, 2017

Yes, the numbers are large but there are ways for family’s to prepare themselves for their future roles and responsibilities…and its perhaps not as hard as you might think…to find out more click here.

Planners Should Ask Hard Questions to Keep Clients, Money Management, Staff Writer

June 18, 2014

Financial planners working with high net worth clients should be asking questions about their full financial picture to ensure they don’t relinquish the relationship to another advice provider, according to the head of a family office advice business.

EWM Group managing director Brad Scott said planners working with high net worth clients need to ask questions around wealth transfer, philanthropy and their wider financial and business needs because these issues will be raised by other professional advisers as well.

Philanthropic next-gens the next big thing in Australia, campden FB, Jessica Tasman-Jones

October 30, 2013

The head of a new philanthropic division at Australian multi family office EWM Group says next-gen donors are one of the most interesting developments in the sector.

The new division at the Queensland-based firm will be headed by Genevieve Fraser, who has a history of giving through her own family’s foundation.

Tailored offering vital to HNWIs, financialobserver, Krystine Lumanta

June 16, 2014

High net worth individuals (HNWI) and ultra-HNWIs require completely bespoke services and support, according to a multi-family office director.

What we’ve seen, and the trend coming out of the United States is exactly the same, is that the HNWI and ultra-HNWI space is going to need to be treated differently,” EWM Group managing director Brad Scott told financialobserver.

EWM Group launches new philanthropy division, Financial Standard, Mark Smith

October 30, 2013

Queensland-based multi-family office EWM Group has established a new philanthropic division to cater for the ever-increasing giving needs of Australian high net worth clients.

The group said it is preparing for “an historic transfer” of wealth to the next generation of Australians amounting to more than $70 billion.

Read More – Financial Standard

Rinehart rift a lesson for Wealthy Families-Australian Financial Review, Jacquie Hayes

July 12, 2013

Brad Scott was recently interviewed by Jacquie Hayes of the Australian Financial Review on the topic of family governance.  

 

The Australian Financial Review (registration required, please contact us for a full copy of the article).

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