What wealthy families value with Denis Orrock and Grant Patterson

For Australia's wealthy, strong returns are expected, but they are rarely the reason an advice relationship lasts. Drawing on Praemium's inaugural Rich Decisions report and his own work with high-net-worth families, Grant Patterson of Providence Wealth joins Denis Orrock to explore why being reachable, being honest in hard markets and treating both partners as equals count for more than the latest market update. They also take on the conversations families tend to put off, from what “you'll be looked after” means to the next generation, to where AI can help an adviser and where human judgement still has to lead.