Your Family Advisor
Planning for the future of your family business is about more than just choosing a successor. It is about aligning family values with business goals, ensuring leadership continuity, preserving your family’s legacy and securing your family’s financial future for generations to come.
In partnership with trusted legal advisors, we can work with you and your family to develop the next generation, implement a family charter or assist with the review of your estate plans and family Wills.
Our Family & Succession Services
Succession Planning & Leadership Transition
- Working with you to identify and groom the next generation of leaders
- Structuring leadership roles and responsibilities for smooth transitions
- Managing the emotional and relational aspects of succession within family businesses
- Developing transition plans that balance business needs with family expectations
Family Governance & Communication
- Working with you to establish governance structures to facilitate decision-making
- Facilitating family meetings and fostering communication among family members
- Developing family constitutions & guiding principles to maintain harmony & values
- Creating frameworks for managing family assets & wealth
- Ensuring alignment of family values with business goals
Wills, Estate Planning and Wealth Accumulation
- Working with you and your legal advisors to develop personalised Estate Plans
- Working with you and your legal advisors to prepare personal Wills
- Working with you to transition & protect family wealth
- Providing advice on Australian tax-effective inter-generational wealth transition options
Continuity Planning
- Creating contingency plans for unforeseen events
- Ensuring the business continues through leadership transitions or crises
- Working with legal and financial professionals to advise on business continuity
- Identifying strategic business opportunities to increase value for the next generation
Philanthropy & Legacy Planning
- Helping you establish family foundations or charitable trusts
- Incorporating charitable giving into your wealth management and succession strategy
- Structuring philanthropy plans that align with family values and financial goals
- Ensuring future generations understand and carry forward the family’s legacy of giving
