Tracy Muller, Head of Advice and Philanthropy at Nedbank Private Wealth
Understanding the intersection between estate planning and family legacy
/ 23 July 2025

Understanding the intersection between estate planning and family legacy

Transferring wealth successfully across generations is one of the most complex challenges facing wealthy families. Research shows that about 70% of wealth transfers fail, not due to poor planning, but because of inadequate communication and lack of preparation. Often, heirs are simply unprepared for the responsibility that comes with sudden wealth. Protecting and passing on […]