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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…
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Bringing multiple generations together within a family business: Be your best generation
Read more: Bringing multiple generations together within a family business: Be your best generationIn the dynamic landscape of today’s social and economic shifts, the distinctions between individual and collective perspectives can experience heightened tension. The intricate intergenerational relationships within a family business serve as both the cornerstone of success and, at times, the root cause of failures. Successfully navigating this complexity involves identifying…
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Holding Space for Families When Illness Enters the Conversation
Read more: Holding Space for Families When Illness Enters the ConversationThose of us who work with family businesses know that our role extends far beyond structures, strategy and governance. We are often invited into the most personal parts of a family’s story, the hopes they hold, the fears they carry and the moments that shape their future. And one of…
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.
