Giving While Living | Arrow Insights | Ep 09
In this episode of Arrow Insights, Mathew Ashton and Peter Leggett delve into the concept of "giving while living" and the evolving approach to family succession planning. As the Baby Boomer generation faces decisions around wealth transfer, they discuss the benefits of creating a living legacy—helping family members and philanthropic causes during one’s lifetime. Peter highlights how this modern approach allows individuals to experience the joy of giving while actively shaping their legacy.
The conversation also touches on the economic realities shaping these decisions, including rising property prices and increased longevity. Mathew and Peter explore how families are navigating the complexities of wealth transfer, from supporting children with housing costs to funding education for grandchildren. They emphasize the importance of open communication within families to ensure a harmonious succession process and explain how proper planning can safeguard both financial and emotional wellbeing across generations.
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