by Michael Perkins | Sep 10, 2023 | business law, Financial services, Information technology, Private Client Services, Trusts and Estates, wealth management
Protecting your digital life, not just your digital assets: a reflection on how our digital and analogue lives have become meshed and how this has impacted the world of estate planning. As our digital life has evolved, so have cyber threats. Cyber security is now a...
by Jeremy Duffy | Jul 4, 2023 | company law, Financial services, wealth management
This is a tragic and cautionary tale about how a deceased business owner’s family was left emotionally scarred and financially threatened by a failure to plan for business succession. In order to be of readable length, I replicate only the essential facts of this...
by Michael Perkins | Jun 4, 2023 | Financial services, Private Client Services, Trusts and Estates, wealth management, Working collaboratively
In this article, Michael Perkins talks about how collaboration fuels how we work with financial planners and other professionals to serve our clients better. Collaboration in the business system sense is a new engine room to drive the evolution of Estates Practice...
by Michael Perkins | May 23, 2023 | company law, Financial services, wealth management
As June 30th approaches, we are often asked about charitable donations. Earlier this month, Philanthropy Australia released a submission to the Productivity Commission, entitled A Strategy to Double Giving by 2030. Australia, for all its per capita wealth, compares...
by Michael Perkins | Sep 13, 2021 | Autonomy Evaluation, Financial services, Medico-legal, Private Client Services, Research
Autonomy First is excited to announce that we are partnering with Deakin University to support a new research project, Financial Decision-Making Capacity – A Challenge for Advisors. The project is engaging primarily with financial service professionals and the tools...
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