Impact investing and intergenerational wealth transfer

intergenerational wealth management

The Stockbrokers and Investment Advisers Association (SIAA) will be hosting their annual conference, 14-15 May, 2024 in Melbourne.

Founder and CEO of Frais Capital, Siobhan Blewitt will be speaking on a keynote panel discussing impact investing and intergenerational wealth management.

Family wealth strategy is shifting from a conversation centered primarily around markets to a goals or values-based approach. This approach to asset allocation places the family at the core of the investment strategy, encouraging intergenerational communication and better preparation for wealth inheritance. How can advisers build portfolios that help families achieve their goals? How can wealth managers aid families to build a unifying vision for their wealth in instances of unaligned values and political views?

These topics and much more will be the focus of a keynote panel at the Stockbrokers and Investment Advisers Association Conference, of which Siobhan Blewitt, Founder and CEO, Frais Capital Pty Ltd will be speaking, alongside Louise Tran of Head of Ventures, OzHarvest and Paul Heath, CEO, Koda Capital.

To learn more, go to SIAA2024 – Stockbrokers and Investment Advisers Association