"How do we protect family wealth across generations?”
Our advice begins with understanding the family’s values and long-term goals. We guide clients through the strategies and decision making that are relevant to them in order to achieve their goals, these could include, estate planning, structuring, wealth creation and succession planning to ensure assets are preserved and transferred effectively.
Depending on the goals the families wish to achieve will determine the ultimate options and strategies we implement. These could include building independent wealth for family members, providing succession planning for specific assets, or even assisting the family in achieving their philanthropic ventures.
We encourage open family dialogue and education around financial stewardship to reduce future conflict.
We work with other professional advisers to ensure coordination across tax and legal, our approach is proactive and tailored.
Ultimately, our goal is to help families make confident decisions that honour their legacy and secure their future.
By NSW based Family Business Accredited Advisor
Lydia Blakemore
Partner at Pitcher Partners
