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Succession Begins Long Before the Plan Is Written
Read more: Succession Begins Long Before the Plan Is WrittenAcross Australia, family businesses are navigating a period of significant change. Economic pressures, shifting markets and evolving expectations between generations are creating new challenges, yet one theme continues to rise above the rest: succession. It is no longer a distant consideration or something to “get to later.” For many families,…
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When Families Face Illness, Gentle Conversations Matter Most
Read more: When Families Face Illness, Gentle Conversations Matter MostIn every family business, there are moments that sit quietly beneath the surface, moments that feel too tender, too confronting or too heavy to bring into the open. Over the years, working closely with families across governance, estate planning, rising‑generation development and broader advisory work, I have noticed a deeply…
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Growing the Rising Generation with Intention and Care
Read more: Growing the Rising Generation with Intention and CareAs families grow, so does the complexity of working together. What begins with a founding couple soon expands to siblings, cousins and, eventually, multiple branches of the family tree — each with their own experiences, personalities and perspectives. With this growth comes both opportunity and challenge. Communication can become harder,…
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Succession Is Built Long Before the Handover
Read more: Succession Is Built Long Before the HandoverAs Australia prepares for an unprecedented intergenerational wealth transfer, many family businesses find themselves at an important turning point. The question is no longer whether to plan for succession. It’s how to approach it with intention, clarity and care. Across the sector, research shows that the rising generation is ready…
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Seeing Superannuation Through a Wider Lens
Read more: Seeing Superannuation Through a Wider LensSuperannuation has undergone significant change over the years, legacy pensions coming to an end, the introduction of Division 296, shifting contribution caps and the transfer balance cap. Add to that the 17 per cent death tax, and it’s easy to see why many people approach superannuation through a narrow lens:…
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Succession begins with a conversation that matters
Read more: Succession begins with a conversation that mattersAcross the sector, research continues to show that only around one in five family businesses have a documented succession plan. It’s a striking number and a reminder of how many families are navigating the future without the clarity they need. At a time when generational transition has never been more…
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How families lose generational wealth
Read more: How families lose generational wealthA headline that has left a lasting impression is ‘How to lose a billion.’ My initial encounter with it was during a presentation by Michael Southam from Rockliff Partners, a Swiss-based firm, several years ago. While it may appear attention-grabbing and possibly even alarmist, Michael’s findings (derived from interviews with…
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Why do Succession and Estate planning go hand in hand?
Read more: Why do Succession and Estate planning go hand in hand?Succession planning and educating family businesses on the importance of ensuring the business stays in the family for generations to come has been a hot topic for many years. The results from the Family Business Survey 2021 showed 65% of family businesses with a succession plan wanted to keep the…
Family Business Insights
Expert insights and practical guidance for family businesses and family enterprises. Explore articles on succession planning, governance, legacy, and long-term wealth stewardship.