Your family and your business continually evolves. Family businesses are unique. At their core lies an important dynamic connecting the family with the business through the family’s ownership, which offers both opportunities and challenges. 

All the decisions you make are underpinned by strong family values and purpose that allows you to navigate the journey ahead. Our advisers understand the dynamics of a successful family business and work with you to provide tailored advice – throughout its lifecycle. 

We can help you navigate the complexities of establishing, operating, growing and preserving your family business and legacy.

We provide support at every step of your journey

Establish

Establish

We work with families to establish operational and governance structures which support the interests of family members, shareholders and employees. These are designed to be fit for purpose for your business and your family – considering regulatory compliance, asset protection and structures to enable the maximisation of your financial and non-financial objectives. 

Operate

Operate

As you respond to constantly changing market conditions, regulations and market entrants, your business evolves. When you pivot your strategy to adapt, develop new products and services, and leverage technology, we work with you to drive operational efficiencies to support the sustainable operations of your family business.

Grow

Grow

Whether you are targeting growth through acquisitions, organic growth, expansion into new markets or diversifying into new business ventures – we work with you, your board and your family to support your growth objectives. 

Preserve

Preserve

You and your family have worked hard to get to where you are today, and we can help you preserve this success while working on future goals. This may include establishing succession plans, family governance structures, estate planning, creating family foundations or private ancillary funds or next generation education. We can also assist in helping you determine the family's objectives for the future, whether that is looking to sell, IPO or transition to new ownership.



Family Business Dynamics Assessment

Helping to uncover insights for a successful family business.

In just three steps, we can provide a free report to help you to assess the capabilities of your family business across six key areas. This tool can help you gain further insight into the capabilities needed to support the goals and objectives of your family, and compare these results with other family businesses in similar industries, globally. 

Case studies