Legacy Planning: Preparing the Next Generation to Steward Wealth (S5E11)
Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee. [...]
AI vs Human Advisers: Who Do You Trust After a $3 Million Inheritance? (S5E07)
As AI tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in seconds, many have asked: could AI truly replace a human [...]
Why Legacy Planning Needs Both a Wealth Adviser and a Lawyer (S5E04)
Legacy Insights is a new podcast series by Providend that explores what it truly takes to plan a meaningful and lasting legacy, beyond just writing a will, or engaging with a corporate trustee. [...]
Case Study: Can AI Really Replace a Human Adviser in Inheritance Planning?
Can AI Replace a Human Adviser? Artificial intelligence (AI) tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in [...]
Legacy Beyond Wealth: Passing On Values Through Wills, Trusts & Letters of Wishes
Legacy planning is often seen as using financial and legal instruments to leave behind assets for your loved ones. But in our view, true legacy planning starts with first deciding what you want [...]
