Speakers
Ross Barclay
Ross Barclay, Rod Douglas
The next generation isn’t simply inheriting wealth. It is inheriting businesses, structures, responsibilities, family histories, expectations and, sometimes, problems it didn’t create.
And it may not inherit its parents’ advisers.
In this candid conversation, rising-generation family members speak directly about what they want from the people advising their families: what earns trust, what destroys it, where they expect transparency, how they want to participate in decisions and why understanding what the wealth is for may matter as much as understanding how it is invested.
Moderated by Rod Douglas, the conversation moves beyond the usual discussion of “intergenerational wealth transfer” to something more fundamental: the intergenerational transfer of trust, responsibility and agency.
What does the next client want to understand? Where do they want a voice? What frustrates them about their parents’ advisers? When does experience become paternalism? How should advisers engage with family members who did not create the wealth but will ultimately carry responsibility for it? And what would make them choose to retain, or replace, the advisers they inherit?
For advisers, the message is simple: the assets may transfer automatically. The relationship doesn’t.
Ross is a third-generation family business leader and strategy specialist with over a decade of experience across finance and aged care. As a co-founder and Director of FULFIL Advisory, he combines practical commercial strategy with deep psychological insights. He is currently completing a Masters of Business Psychology to complement his MBA. Ross is dedicated to solving the complex interpersonal and structural challenges of succession.
