Join us for a special NSW Women in Wealth Lunch with Rachael Rofe, Principal Solicitor, Rofe + Counsel, alongside Clare Ainsworth Herschell, Co-Founder, Groundswell and facilitator Sheridan Lee.
Most people encounter the subject of giving through a tax return or a will. This conversation takes a different approach.
Together, our speakers will explore the conversations that shape family relationships, the opportunities created through giving while living, and how thoughtful planning can help families transfer not only wealth, but also values, purpose and responsibility across generations.
Topics will include:
- Why the conversations families avoid are often the most important
- Understanding your role as both an inheritor and someone shaping your own legacy
- Giving while living and its impact across generations
- Preparing families for the transfer of wealth, values and responsibility
- Preserving family unity through open communication and thoughtful planning
Join fellow PWN Members for an intimate lunch designed to encourage open conversation, shared experiences and meaningful connections.
