Bernie advises individuals and businesses on all aspects of wealth succession. He acts as adviser to several prominent families, helping them manage their structures to meet their long term family wealth goals. Bernie is particularly experienced in dealing with succession issues for entities such as family trusts and superannuation funds and providing solutions for complex family arrangements (such as blended families and vulnerable beneficiaries), international assets and charitable gifting. Bernie is the lead author of the acclaimed publication Estate and Business Succession Planning, published by The Tax Institute, now in its 6th edition. He lectures for several universities and education institutions including Kaplan and is a regular presenter to accountants and financial advisers.