The Inheritance State of Play in WA

The intergenerational wealth transfer. A once in many lifetimes event, which is said to be worth around $5 trillion dollars in Australia alone.

Solomon Hollett Lawyers recently released their Inheritance State of Play Report here in WA. A significant piece of research which helps paint the picture, highlight the risks, identify the opportunities and smart strategies for you when it comes to estates, succession planning and inheritance disputes.

Join us for this insightful breakfast event where Craig Hollett, Director at Solomon Hollett will be delivering a presentation on the inaugural and first of its kind report – the Inheritance State of Play in WA. 

This groundbreaking report has been written on the back of research across 1000 Western Australians, and unearths succession and inheritance trends and insights on their hopes and fears when it comes to inheritance wealth within their families, a private topic usually only discussed behind closed doors. The report also covers traps and myths when it comes to estate planning, along with critical tips on getting it right to ensure your assets are well protected and your legacy is secured.  You will also walk away with a copy of the report to take home.

Following the presentation, we will open up for Q&A to our co-hosts:

• Solomon Hollett Lawyers – Helping Western Australians with the right advice to

  protect their assets and secure their legacies.

• HPH Solutions – Personal financial advice for successful families and business owners to help create and secure a lasting legacy.

• adapt – Helping owners build thriving businesses that don't need them with a business coaching framework powered by Succession Thinking™.

For any questions, please reach out to connect@theadaptway.com