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SIAA 2026 Conference
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Concurrent Session 4B: Managing the great wealth transfer
Session

Session

12:05 pm

20 May 2026

Ballroom

Themes

SIAA 2026

Session Agenda
The great intergenerational wealth transfer that Australia faces involves more than just money; it's about values, purpose, governance, and engaging the next generation, with younger heirs wanting digital experiences but also deep, trustworthy human advice for legacy building. Hear from the experts that support these family offices about structured family discussions, educating heirs to understand their roles and responsibilities, and moving to inclusive decision-making for smoother, values-driven transitions.  This will include what the Princely Family of Liechtenstein’s 900-year experience can tell us from LGT Wealth Management.