In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across generations.
Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/
Not Tomorrow's Problem: https://genlife.com.au/not-tomorrows-problem
For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
