Forsyth Barr is delighted to be a strategic partner of the CA ANZ Member Benefits Program. Our advisers work closely with accountants throughout New Zealand and look forward to building and strengthening those alliances.
Forsyth Barr offers a range of investment services, designed to deliver to the specific needs of individuals, families, trusts, charities, local iwi and companies.
Our goal is to ensure that CA ANZ members are well-informed when it comes to investment-related issues – to support your own investment approach, and, importantly, to enable you to provide guidance to clients where appropriate. We deliver opinion pieces, research, and topical seminars and webinars to CA ANZ members.
Exclusive webinar - Beyond the business: preparing family wealth for what comes next
A webinar for CA ANZ members, presented by Forsyth Barr.
Building a successful business can take decades. When the time comes to sell, transition or step away, a very different set of decisions can follow: what the wealth is ultimately for, how decisions are made as a family, and when and how to involve the next generation.
Join Sarah Wells, Head of Family Advisory at Forsyth Barr, as she looks at some of the practical considerations families face as business wealth becomes family wealth.
Event details
Date: Wednesday 4 November 2026
Time: 11.00am to 12.00pm NZDT
Format: Online webinar
What Sarah will cover
- Planning around significant liquidity events
- Family governance and decision-making
- Preparing the next generation
- The role professional advisers can play in helping families navigate what comes next
About the presenter
Sarah Wells joined Forsyth Barr in August 2026 as Head of Family Advisory, Strategy Partners. She has more than a decade of experience as a strategic adviser to high-net-worth individuals, family businesses and family offices, and works closely with Investment Advisers and families’ wider professional advisory teams on succession, family governance and next-generation preparedness. Sarah holds a Bachelor of Commerce and a Bachelor of Laws from the University of Otago and is a Trust and Estate Practitioner (TEP).
Registration
Register below to secure your place.
Disclaimer
This presentation is general in nature and is not personalised financial advice, legal advice or tax advice. Attendees should obtain advice appropriate to their individual circumstances before making financial or other decisions.
Past Webinars
As a CA ANZ member we provide you with access to previously recorded webinars on topics of interest.
Intergenerational Wealth: Planning the Legacy You Leave
Chelsea Leadbetter, Forsyth Barr’s Executive Director and Head of Wealth Product and Strategy, explores how wealth can be preserved and transferred across generations, with practical approaches to creating a lasting financial legacy for your family.
More Than KiwiSaver: How to Help Clients Build Real Wealth
Chelsea Leadbetter, Forsyth Barr’s Executive Director and Head of Wealth Product and Strategy, explores why KiwiSaver alone isn't enough, highlights the value of financial goals and advice, and introduces Tempo and Navigator.
Beyond Property: Diversification to Grow Your Wealth
Aaron Ibbotson, Forsyth Barr's Senior Analyst, discusses why diversification matters now more than ever for long-term investors - as property slows, shares and alternative strategies can play a bigger role in building resilient wealth.
Focus Articles
Forsyth Barr Focus presents a perspective on key market dynamics. These are designed to highlight issues we believe are particularly relevant for long-term investors, and to focus on opportunities that will benefit portfolios in the years ahead. If you have any questions, our Forsyth Barr Investment Advisers, supported by our research team, are available to provide you with further insight and advice.
Intergenerational Wealth - Planning the Legacy You Leave
For many New Zealanders, the retirement years are the result of a lifetime of effort. Over the coming decades, an estimated $1.6 trillion of this wealth is expected to pass from one generation to the next.
Investing in Quality: Doing Nothing Can Be the Hardest Trade
Owning great businesses over the long term has historically been one of the most reliable paths to wealth creation. This sounds simple. In reality, the challenges are both analytical — identifying quality in the first place — and psychological — sticking
Connecting New Zealand's Trade with the World
Interview with Leonard Sampson, CEO of Port of Tauranga
Iran Conflict: An Acute Energy Shock, Not a Permanent One
Investors have once again been reminded that geopolitics can quickly come to the fore. Conflict in the Middle East has disrupted energy supplies, pushed oil and gas prices sharply higher, and unsettled global markets.
Navigating the Ethics of Investing in Defence
Warfare is rapidly evolving, with drones, AI, cyber capabilities and space-based systems reshaping defence strategies.
Beyond the Farm Gate
Why investing off-farm can help farmers build resilience, flexibility and long-term wealth
Philanthropy and the Great Wealth Transfer
New Zealand ranks among the world's most generous nations. While our philanthropists may not be household names like their counterparts in the United States, charitable giving is alive in our culture.
Expert Analysis
As part of the Forsyth Barr partnership with CA ANZ, members can access research from our award-winning team of analysts.
Forsyth Barr's highly-rated research team regularly publish reports and white papers on a variety of topical themes. For a copy of these publications please don't hesitate to contact caanzmemberbenefit@forsythbarr.co.nz
Tax Guide for New Zealand Investors
Starting the ESG Conversation
Guide for Not-for-Profit Investment Governance - Helping Shape the Future
CA ANZ Member Benefits
Forsyth Barr's partnership with CA ANZ offers members exclusive access to education and network opportunities. Empowering you to inform and educate, we offer thought leadership, independent research, and topical seminars and webinars to keep you, and your clients, in the loop.
Please complete the form below to ensure we can deliver on the above in your region.
About Forsyth Barr
Helping New Zealand investors for 90 years.
Since 1936 New Zealanders have put their trust in our ability to help them grow and manage their wealth. We are proud of what we have achieved for our clients during that time and remain a majority staff and New Zealand-owned NZX firm.
Get in touch
Talk with one of our Investment Advisers across our 27 locations around New Zealand. They will explain the benefits of our range of investment services and help you decide which best meets your needs.