The Challenges of Intergenerational Wealth Transfer

Posted On: November 28, 2023

As a member of the The Principals’ Community, our CEO, Joe Akiki, had the privilege of engaging in a panel discussion during Deakin University’s annual awards ceremony. The discussion centred around the topic of ‘The Challenges of Intergenerational Wealth Transfer.’ Joe, alongside other distinguished panellists, shared valuable insights on preparing the next generation for success and navigating substantial asset transfers among siblings.

We feel privileged to have played a part in contributing to the Deakin University awards ceremony, which recognises the achievements of high-performing graduates. Heartfelt congratulations to all the award winners!

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