Who do we work with?

Family Business

Customised advice for your unique business circumstances

 We understand that owning and operating a Family business can present some unique and emotional challenges. A family and business financial adviser from our  team can assist you to work with family members to address some of these challenges by providing objective and rational advice.

You’ve been working hard for years to build a successful business and your cashflow has never been better or, maybe you are looking to step back from your business and enjoy some well earned time with your family. Either way you have the potential to create significant wealth for you and your family, both now and in the future. But it takes careful planning with a family and business financial planning adviser to make the most of all your hard work and protect the value now and for the years to come.

We work with family business owners to empower them with the right knowledge to invest the income produced by the business and plan ahead. This is in order to both potentially increase and protect the business value in the future. Our financial advisers can also assist you with a clear and objective exit strategy, should you be ready to hand over the reins to a family member.

We also work closely with the family’s other key professional advisers (ie: accountant, solicitor etc) to ensure a co-ordinated outcome for the family.

Here are some of the ways our financial advisers can help you and your family achieve your financial goals and lifestyle aspirations:

  • Business structures
  • Key person insurance
  • Family Business succession planning