Ensuring Family Assets Are Preserved, Protected & Passed On Efficiently
Efficient intergenerational wealth transfer addresses the challenge of preserving and strategically passing family assets to future generations. Without proper planning, accumulated wealth faces substantial tax burdens, legal disputes, poor investment decisions, and administrative inefficiencies that can erode decades of financial progress
Our Intergenerational Wealth Service Specialises In Providing Advice In The Following Areas
Family Wealth
Management
Estate Advice
& Management
Tax
Advisory
Beneficiary
Financial Planning
Securing Your Family’s Financial Legacy
Through Multi-Generational Wealth Creation
Intergenerational wealth planning helps provide the next generation with an opportunity to enter the increasingly challenging to enter Australian property market as a first-time buyer, combined with guidance on retaining and transferring wealth, using the most tax-efficient approaches.
Additionally, it provides financial education among heirs to support better decision-making to address the stark reality that most family wealth dissipates within three generations, enabling multi-generational wealth creation.
Providing Clarity & Structure
Maintaining Family Unity & Shared Values
Beyond the immediate financial threats, intergenerational planning tackles the complex challenge of maintaining family unity and shared values across decades. It establishes governance frameworks that prevent wealth from becoming a source of family discord.
By creating clear communication channels and decision-making processes, these strategies help families navigate the delicate balance between providing for future generations and encouraging their personal growth
Services
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