There is no doubt succession planning can be daunting. However, if done properly, it provides an opportunity to think about what is most important and build a plan for how you can best provide for the people and charitable purposes that are closest to your heart. Importantly, it allows you to do this in a way that aligns with your values.

Join Eliza Newson, Partner, Trustee Services, Ros Odgers, Partner, Family Office and Paul Zielke, Partner, Tax, Accounting, Consulting and Superannuation for this webinar where they discuss Mutual Trust’s Succession and Trustee Services and the common traps in succession planning; the things people overlook or don’t spend the time to consider. Building off our experience working with clients across generations we will guide you through what an effective succession plan looks like.