Intergenerational wealth transfer: An opportunity to pass on more than wealthBY JUSTIN CHERRINGTON, JUSTIN ROSSETTO | FRIDAY, 12 DEC 2025 8:01AMMuch has been written about the ever approaching 'unprecedented' intergenerational wealth transfer, in which between $3.5 trillion and $5.4 trillion in assets is expected to pass ... Get articles like this delivered to your email - Sign up for the free monthly newsletter More Articles |
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MST Financial broadens services to Alder & Partners
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research.
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Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the lasts UBS Global Wealth Report.
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While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.
Lowy family takes stake in Magellan
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.
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Generation next
JAMES GOWING
FINANCE DIRECTOR
GOWING BROS LTD
FINANCE DIRECTOR
GOWING BROS LTD
To sustain a successful multi-generational business and legacy requires investment acumen grounded in strong family values. As part of the rising generation at Gowing Bros, executive director of finance James Gowing is helping position the 158-year-old company for the future. Karren Vergara writes.








