– How wealthy families build and preserve wealth

– The challenges of transferring wealth across generations

– Investment strategies for newly exited business owners

– Traits of successful families and the importance of governance

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– The T1, T2, T3 framework for family wealth

– Scott’s career journey from investment banking to Escala Partners

– How ultra-wealthy families create wealth (and the traits they share)

– What “day one” looks like after selling a business

– The role of investment policy statements (IPS) in long-term wealth planning

– Why communication and governance are critical to prevent wealth loss

– Lessons families can pass on that aren’t financial

– Scott’s advice to his younger self about money and life

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This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG):

https://www.rask.com.au/fsg

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