#96 High Net Worth Clients: Not Just Standard Wills with More Zeros

When a client has significant wealth, it's tempting to think they simply need a more expensive version of your standard estate plan. In reality, high net worth estate planning often requires a completely different mindset. Existing trusts, companies, SMSFs, shareholder agreements, business succession, family offices, philanthropic structures and multi-generational wealth all mean the strategy can look very different to your typical estate planning matter. In this episode, I share the key considerations I work through when advising high net worth clients, from collaborating with accountants and financial advisers, to protecting family wealth across generations, tailoring governance structures, managing project scope and knowing when a matter has outgrown your comfort zone. If you're ready to step into more sophisticated estate planning work, this episode will help you think beyond the will.