Nov 20 2024 10 mins 2
Protecting Family Wealth: Trusts and Asset Management Explained - With Jeremy Iannuzzelli
How can you safeguard your wealth so that your children can still benefit from it?
In this episode, Jeremy Iannuzzelli dives into the transformative journey of parenthood and its impact on wealth-building strategies. He discusses the critical importance of protecting family assets for future generations, especially in today's world where divorce rates are on the rise.
Jeremy shares practical advice on establishing trusts for children, allowing parents to control their wealth while providing financial support. He recounts a cautionary tale of a client who lost a substantial gift to their child due to inadequate financial planning, underscoring the necessity of strategic asset protection.
Click on this episode now to discover effective strategies for building and preserving wealth for the next generation, ensuring that your hard-earned dollars remain secure.
❓👇🏼Ask your questions using the link below: 👇🏼❓
https://whatschoolshouldhave.com.au/askanyquestion
Get in touch with Jeremy and his team:
Website:
www.khipartners.com.au
Email:
[email protected]
Disclaimer:
This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.
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