Building wealth is one thing; preserving and transferring it thoughtfully is another.
With over 30 years of experience guiding Queensland families through complex financial transitions, we help you protect your legacy while ensuring your family is prepared for the responsibilities that come with inherited wealth.
Whether you're concerned about tax implications for your beneficiaries, want to structure your affairs more effectively, or need comprehensive family wealth coordination, we're here to guide you through these important decisions with the care they deserve.
How We Work Together
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Understanding Your Family Vision
We start by understanding what wealth means to your family and what legacy you want to create. These conversations help us design strategies that align with your values and long-term family goals.
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Comprehensive Wealth Assessment
We examine your complete financial picture – including business interests, property, superannuation, and investments – to understand the complexity of your wealth transfer needs and identify opportunities for optimisation.
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Coordinated Strategy Development
Working alongside your existing professional team (accountants, lawyers, and other advisers), we help coordinate a comprehensive approach that considers all aspects of your wealth transfer and family governance needs.
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Implementation and Ongoing Support
We don't just create plans; we help implement them and provide ongoing support as your family circumstances evolve and wealth transfer strategies need adjustment.
Comprehensive Family Wealth Services
Managing significant family wealth requires coordination across multiple areas. We help bring together the various aspects of your financial life:
- Estate planning coordination to ensure your wealth transfer plans work effectively with your overall estate strategy
- Tax-effective structuring to minimise tax on death and preserve more wealth for your beneficiaries
- Business succession planning for family businesses and the unique challenges of transferring business wealth
- Investment governance to ensure family investment strategies remain aligned across generations
- Family education to prepare the next generation for their wealth management responsibilities
- Multi-generational planning that considers the long-term sustainability of family wealth
Our holistic approach ensures all aspects of your family's wealth work together harmoniously.
Areas We Can Help With
Estate Tax Minimisation
Implementing strategies to reduce tax payable by beneficiaries on death, ensuring more of your wealth passes to your family rather than the tax office.
Business Succession Planning
Coordinating the transfer of family business interests, including accessing small business capital gains concessions and structuring for tax efficiency.
Family Governance Structures
Establishing frameworks for family decision-making around wealth, including family investment policies and governance arrangements.
Multi-Generational Investment Planning
Creating investment strategies that work across generations, balancing growth, income, and preservation of capital for future family members.
Charitable Giving Strategies
Implementing tax-effective philanthropic structures that align with your family's values while providing tax benefits.
Family Education Programs
Preparing the next generation for wealth responsibility through education about investment principles, family values, and wealth management.
Professional Team Coordination
Working alongside your accountants, lawyers, and other specialists to ensure all aspects of your wealth planning work together effectively.
Why Successful Families Choose to Work with Us
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Holistic Wealth Coordination
We understand that significant family wealth requires more than just investment advice. Our breadth of knowledge and experience means we can coordinate with all your professional advisers to deliver truly holistic outcomes.
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Multi-Generational Experience
Over 30 years, we've worked with multiple generations of the same families. We understand how family wealth dynamics evolve and how to plan for long-term family success.
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Proven Professional Networks
Our established relationships with leading accountants, lawyers, and other specialists mean we can bring together the right team for your family's specific needs.
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Discretion and Confidentiality
We understand the sensitive nature of family wealth matters and provide the highest levels of discretion and confidentiality in all our dealings.
Ready to Secure Your Family's Financial Future?
If you're looking for comprehensive coordination of your family's wealth or want to ensure your legacy is preserved effectively, we'd be honoured to discuss your situation. Whether you're planning for the next generation or already dealing with complex family wealth issues, we're here to help.