Family Wealth Management

Grow and sustain your family wealth

It’s not how much money you make, but how much money you sustain, how hard it works for you, and how many generations you keep it for.


When your family owns a business, there is far more to consider than business objectives. With a family enterprise, the potential for conflict is greater. If not governed and managed appropriately, with consideration of family members and their responsibilities (inside and outside of the business), much more is at stake than the business itself. That’s when Family Wealth Management can really add value.

Family wealth management requires holistic planning on how the family can thrive, as well as the business – as one sustains the other. Our goal is to support you to have a business that continues to thrive while enhancing the wealth and the wellbeing of the family and your broader business team in the long-term.

We utilise a ‘whole of life’ approach to your family enterprise, based on our team’s specific training, qualifications and experience in family business, family issues, intergenerational succession and wealth. We can advise on the unique circumstances of a business family, as once you set your ambitions and ‘targets’, we will assist you to achieve the desired outcomes.

We will work hand in hand with you and your family business managers, owners, and family members along with financial advisers to facilitate the achievement of your goals:

  • Evaluation of your overall financial situation – business and family
  • Asset allocation and investment management
  • Trust setup and management
  • Insurance advice