Arrow Insights | Episode 01 - Family Succession Planning

In this inaugural episode of 'Arrow Insights', Peter Leggett and Mark O’Leary delve into the critical subject of family succession planning. They share their extensive experience in the financial planning and private wealth management industry, emphasising the importance of protecting families and business owners.

The discussion covers the significance of relationship management, the necessity for early and comprehensive planning, and the role of professional advice in ensuring smooth transitions and safeguarding assets across generations. This episode is essential for anyone looking to understand the complexities of family succession and business continuity planning.

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