Specialist Advice Solutions

Owning and managing a business can be complex. Our collaborative planning process aids in devising strategies around areas such as ownership structure, extracting capital to build personal wealth and planning for retirement – the focus is the business owner themselves.

Leaving a lasting legacy is not just about business ownership, but planning for succession. We advise on exit strategies relevant to your circumstances, whether that be selling a business, management acquisition or generational transfer of ownership.

Understanding family business is the combination of experience together with structured, technical know-how. We have assisted business owners for over 40 years, helping them with their complete wealth agenda, integrating across active risk assets (business) and passive risk assets (portfolio, lifestyle). We have designed a 15-factor advice framework which operates together with our suite of planning tools. This provides family clients with an integrated approach across matters such as succession, remuneration, conflict, family members in and out of the business, culture and family creed, governance and financial structure.

Cultural values are central to the effective operation of an organisation and represent the DNA on which a family governance framework is established and built. The family governance framework or charter brings the elements of the 15-factor framework together, which in turn provides the authority, strategy, structure, conduct and risk management parameters for the family organisation to make decisions about its wealth.

We can assist you as a significant owner of wealth or not-for-profit organisation, where you have a need to manage for multiple stakeholders' purpose and accountability.  Whether it is a governance oversight review or a detailed planning and design process, our over 40 years of experience in planning, strategy, structuring and risk management can help provide the governance solution you need and require.

Retrospective regrets are best avoided with peace of mind plans. For decades, we have guided families and business owners through these challenges. This depth of knowledge and experience aids in developing strategies to best protect and manage your assets and wealth from commercial and other risks.

Being tax effective is not simply about minimising, but rather optimising tax outcomes within your entire private wealth and business framework. As part of an integrated strategy, our advice on tax-related issues is guided by your strategic goals for investment, business and family.

With your business strategy in place, you may need to embark on various forms of corporate activity. By your side, we assist with the analysis and direction you can take across business structure, combinations, divestment, equity and debt, related tax strategy, people incentives and employment agreements. This is streamlined logistics to support your strategy implementation.

Planning around a specific project, venture, acquisition or disposal you or your business may wish to undertake may be difficult depending on available resources and skills. Our analytical skills and frameworks can provide you with that necessary independent assessment, overview and support.

Turning your feasibility analysis into a living project or transaction invariably requires a funding solution. There are varying alternatives across the funding spectrum which we advise on and assist in order to arrive at the appropriate solution for you.

Success in business goes ‘hand-in-glove’ with the effectiveness of people. We have significant experience and expertise in advising firms and business owners on people management strategy, systems and the elements that drive business success.

A passion to succeed is often matched by a desire to directly benefit various parts of society. Our specialists advise on establishing your philanthropic strategy and optimal means to direct income and capital to your charitable purposes.

Evaluating risks and developing management strategies to protect the business and its owners. Effective risk management need not be cumbersome or a burden, but a core understanding and plan to address key risks that may adversely harm your business.