Estate planning needs more than wills, trusts and paperwork. Families also need early conversations about intent, fairness and responsibility so the next generation is prepared before decisions are forced on them.

Advisers may need to look beyond obvious AI winners as portfolio opportunities broaden into old-world companies adopting AI, venture capital exposure to emerging technologies, and defensive assets offering attractive yields to offset equity valuation risk.

Successful wealth transfer requires more than legal structures and investment plans. Families need clear communication, defined roles, shared purpose, and strong governance to protect relationships and prepare the next generation for responsibility.

In this Adviser Insights feature, Ryan Synnot discusses how peer collaboration helps advisers solve common challenges, refine portfolio strategies, and deliver stronger client outcomes.

This article explores why succession planning is no longer just about transferring wealth, but about guiding families through purpose, governance and legacy. It highlights the growing need for advisers to build relationships across generations and act as stewards of family wealth.

Australian families can no longer afford to leave their trusts and wealth structures on autopilot. With the ATO increasing its focus on family trusts, rising intergenerational wealth transfer and changing family dynamics, Peter Leggett explains why now is the time to review whether long-standing arrangements are still fit for purpose. From Appointor control and estate planning to next-generation communication, the article highlights the importance of active stewardship, clearer governance and making sure family structures reflect today’s realities, not yesterday’s assumptions.

Peter Leggett, Chairman and Chief Investment Officer at Arrow Private Wealth, is featured in The Inside Adviser discussing the great intergenerational wealth transfer and why thoughtful planning, family conversations and trusted advice are essential for protecting wealth and legacy.

Peter Leggett’s Ausbiz interview uncovers the key risks to intergenerational wealth and the strategies families can use to build lasting, purpose-led legacies.

Arrow Private Wealth proudly celebrates three team members recognised at the INFIN Future Financial Leaders Awards.

We are proud to share that Peter Leggett, Chairman and Chief Investment Officer of Arrow Private Wealth, has once again been recognised in the Barron’s Top 150 Financial Advisers list for 2025.

Kreston Leggett joins Ausbiz to discuss how families can transfer wealth with clarity and intent. By focusing on purpose, values and consistent communication, he explains how families can create a legacy that supports both financial outcomes and the relationships behind them.

We are thrilled to announce that Peter Leggett and our team-based approach have once again been recognised in the Barron's Top 150 Financial Advisers list for 2024. This marks the third consecutive year of being honoured, reflecting our unwavering commitment to delivering exceptional service and providing innovative solutions tailored to our clients' evolving needs.

We're pleased to share that Peter Leggett has once again been named as one of the Barron's top 100 Financial Advisers for 2023. Barron’s is a 101-year-old American magazine for investors. The ranking is both a guide to consumers looking for an adviser and a scorecard that advisers can use to measure themselves against one another. Congratulations to Peter.

We're pleased to share that Peter Leggett has been named as one of the Barron's top 100 Financial Advisers for 2022. Barron’s is a 101-year-old American magazine for investors. The ranking is both a guide to consumers looking for an adviser and a scorecard that advisers can use to measure themselves against one another. Congratulations to Peter