Michelle Griffiths

Jason Roccasalvo

How to Protect Your Legacy Without Creating Chaos

For the full list of upcoming events at TAG Financial Services, visit https://www.tagfinancial.com.au/upcoming-events

TAG Financial Services

A practical and insightful session tailored for multi-generational families and business owners involved in wealth or succession planning.

TAG Financial Services Pty Ltd

Strategies for Responsible and Rewarding Wealth Transfer: How to Protect Your Legacy Without Creating ChaosJoin Michelle Griffiths and Jason Roccasalvo, Partners at TAG Financial Services, for a practical and insightful session tailored for multi-generational families and business owners.Protect your family’s future, preserve harmony, and ensure your legacy is passed on as you intend - with real-world examples, tips, and strategies you can act on. In this in-person session, you'll explore how to:<ul><li>Structure estates, trusts, and companies to keep your intentions clear and your family’s interests protected</li><li>Balance fairness among beneficiaries across generations while reducing potential disputes</li><li>Plan for critical scenarios and unexpected challenges that can impact wealth transfer</li><li>Leverage practical tools such as insurance, loan agreements, family meetings, and centralised records to safeguard your plans</li></ul> Who it’s for:<ul><li>Business owners and their adult children</li><li>Multi-generational family members involved in wealth or succession planning</li><li>Anyone looking to protect family wealth, clarify intentions, and reduce future conflict</li></ul> Walk away with actionable strategies, expert insights, and the confidence to transfer wealth responsibly-protecting your family and your legacy across generations without creating chaos. For the full list of upcoming events at TAG Financial Services, visit <a href="https://www.tagfinancial.com.au/upcoming-events" title="https://www.tagfinancial.com.au/upcoming-events" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">https://www.tagfinancial.com.au/upcoming-events</a> TAG Financial Services is a privately owned and operated financial services business, established in 1997. Our approach is built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.

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