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About the Author
Robert Musgrave
Director, Musgrave Financial Group Pty Ltd
Robb Musgrave is the founder and Chairman of Legenis. The work of Legenis grew out of research he conducted in his 2005 PhD Creating Personal Legacies. Robb has completed MBA and PhD studies with the International Management Centre in the UK. Robb has 30 years of experience as a leader in the financial services industry specialising in estate planning and succession planning. Robb is a Fellow of the Australian Institute of Management and the Association of Financial Advisers, Australia. He is also a Life member of the Million Dollar Round Table (MDRT) the premier association of financial professionals in the world. Robb and his family have a foundation to assist in supporting medical research, life-long learning and education.
Articles Published
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Values based advice: How to create a living legacy
Over the next 40 years, but predominately the next 30 years, Australians will experience the greatest intergenerational transfer of wealth ever known. Estimates indicate about $600 billion will be transferred ... Read moreOver the next 40 years, but predominately the next 30 years, Australians will experience the greatest intergenerational transfer of wealth ever known. Estimates indicate about $600 billion will be transferred to and from the Baby Boomer generation (1946-1964) during this period. To transfer wealth to the next generation without adequately preparing them can do great harm. People can, however, purposefully plan the nature and type of impact they want to have on future generations by creating a structured legacy. My research has concluded that everyone who is loved by someone will leave a legacy in some form, but few people experience the power of a structured living legacy.
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