In this episode of Generations, Peter Leggett and Andrew Horsfield explore the often-overlooked connection between business, family and personal wealth planning. From separating business and personal wealth to having honest conversations with children, siblings and ageing parents, this discussion offers practical insight into how families can plan with greater clarity, intention and confidence.

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.

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.

Watch Arrow Private Wealth’s Q2 2026 Portfolio Review & Outlook webinar, covering market volatility, portfolio positioning, investment themes, and the importance of discipline and diversification in uncertain markets.

A practical overview of why estate planning is about more than a will, and how early conversations can help families protect wealth, intention, and legacy.

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.

In this episode of Generations, Peter Leggett speaks with accountant and specialist adviser Robert Scheiber about the ATO’s increasing focus on family trusts, particularly Section 100A, and what it means for families managing intergenerational wealth. The big shift is that trust distributions can’t just be “paper” outcomes for tax purposes: if income is distributed to a beneficiary, that beneficiary must genuinely receive the benefit.

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

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.

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.

Explore how wills, trusts, powers of attorney, and family conversations can help protect your legacy. In this Arrow Insights episode, Peter Leggett joins Ryan Synnot to discuss estate planning essentials—what to consider, how to prepare, and why it matters.

In this episode of Arrow Insights, Ryan Synnot and Peter Leggett explore the growing role of the Bank of Mum and Dad—a phenomenon where parents assist their children in buying property. With housing affordability becoming an increasing challenge, more families are asking: Should we help our children get into the market earlier? What are the financial and legal risks? And how can we ensure fairness among siblings?

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.

In this episode of Arrow Insights, Ryan Synnot and Peter Leggett explore the opportunities and challenges within emerging markets. As economies such as India, Thailand, and Indonesia rise, they discuss how these markets offer attractive growth potential while also posing risks, like geopolitical instability. They provide insights into why these regions are increasingly being incorporated into global investment portfolios, offering long-term opportunities for diversification and growth.

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.