Episode 52: A Modern Family Advisory Story - Peter and Lara

Please join Scott Fitzpatrick, Nim De Swardt, Kerrie Anderson and real life clients, Peter and Lara.  This podcast brings to life the real story of complex families and the advisers who stand beside them. In this episode, we take you on a remarkable seven-year journey - a succession plan that unfolded over time, shaped by trust, complexity and unwavering commitment. This is a story of family handshake deals, hard work, resilience and navigating the realities that no textbook can prepare you for. It’s also a story of collaboration - where multiple advisers come together, each bringing their expertise, perspective and care - ultimately creating an outcome that none could have achieved alone. Settle in as we share the challenges, the turning points and the incredible final outcome of a journey that redefines what it means to advise modern families. https://www.linkedin.com/in/nimdeswardt/  [email protected]