Join Peter Leggett and Mark O’Leary as they discuss how families can turn wealth into lasting legacy. This episode delves into the importance of communication, shared values, and stewardship in building and preserving intergenerational success. A must-listen for anyone navigating family wealth and succession.

Discover how to align your business strategy with your personal and family financial goals. In this Arrow Insights episode, Simon Lewis and Mark O’Leary share expert tips on integrating business planning, risk management and legacy strategies.

In this episode of Arrow Insights, Mark O’Leary and Kreston Leggett explore the growing importance of intergenerational wealth transfer and the strategies families can use to invest for their children and grandchildren. With rising education costs, an increasingly challenging property market, and shifting financial landscapes, more affluent families are looking for structured ways to provide long-term financial support.

In this episode of Arrow Insights, Mark O'Leary and Mathew Ashton discuss the crucial role insurance plays in safeguarding the wealth of business owners and affluent families. Despite the common assumption that wealth eliminates the need for insurance, they explain why continuity strategies remain vital. From securing business assets to protecting family wealth, insurance can ensure that assets aren't liquidated prematurely due to unforeseen circumstances like death or disability.

In this episode of Arrow Insights, Mark O'Leary and Seton Leggett tackle the increasingly pertinent subject of digital estate planning. As our lives become more intertwined with the digital world, Seton explains how crucial it is to prepare our digital assets—such as photos, videos, social media accounts, and cryptocurrencies—for safe and secure transfer to the next generation.

In this episode of Arrow Insights, Peter Leggett and Mark O’Leary discuss the considerations when managing a windfall. They explore the concept of "money in transition" offering insights into the critical steps necessary for making sound financial decisions. From retirement planning to wealth preservation, this episode provides valuable advice for navigating the complexities that come with receiving a substantial sum of money.

In this inaugural episode of 'Arrow Insights', Peter Leggett and Mark O’Leary delve into the critical subject of family succession planning. They share their extensive experience in the financial planning and private wealth management industry, emphasising the importance of protecting families and business owners.