| Unit Description
In this unit you will analyse the principles of intergenerational advice and the issues that arise when dealing with multiple layers of advice in a family structure, across generations. Estate planning is the obvious area of advice, however different case scenarios that include small businesses, blended families and aged care are equally as important. Investments, loan types, and ownership structure for wealth are analysed including testamentary trusts, and special needs trusts. The client engagement process for this type of advice is contrasted against simple advice. Various pricing options are evaluated to capture the unique value proposition for this type of complex scenario.