financial strategy

- Estate and legacy planning

Providing for the next generation

ASIC (Australian Securities and Investments Commission) estimates that nearly half of people in the country die without a Will. However, having a valid Will is only one component of ensuring your assets, or perhaps your business interests and personal values are passed through to the following generations effectively and successfully.

Planning to pass on the wealth that you have worked hard to create is often an emotional exercise in letting go. At the same time, expectations that come with the receipt of an inheritance can be overwhelming for younger generations.

On top of putting the right structures in place for tax effective, protected and unified wealth transfer, we help you communicate your core values, investment ideology and life experiences. Our objective is to provide governance, guidance and support to ensure your family values and wealth can move forward with future generations, backed by your culture and fully documented processes, providing education to all family members.