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Wealth transition and succession planning

A carefully considered wealth transition and succession plan is essential to protect yours and your family’s financial future.
Safeguard your family's financial future

As a business owner, it’s never too early to begin thinking about your succession or family wealth transition plan. Identifying who will continue to run your business after you’ve finished working or determining the most appropriate exit option is essential for safeguarding your family’s financial future.

Passing the family business down to the next generation may seem like the natural progression. However, if your children are unwilling or unable to assume this responsibility, you must consider alternative options. Effective succession planning is a complex process that may raise a number of difficult emotional, financial, legal, equity and tax issues. Professional guidance can ease some of these challenges and ensure the business legacy is maintained.

It pays to be prepared

It’s important to properly prepare the next generation for wealth transition while providing clarity over how and when wealth will be transitioned, the level of involvement in financial management and what proportion will be left to the Estate Plan.

Life is full of things that we cannot control, but establishing a carefully considered business succession or wealth transition plan will give you the peace of mind that you and your family are adequately prepared for whatever the future may hold.

Families in focus

Our business succession planning and family wealth transition services can provide benefit for:

  • Family-owned businesses with known family successors
  • Family or privately held business with known internal future leaders
  • Family or privately held business with no known internal future leaders
  • Wealthy family groups
  • Family groups with complicated and involved structures and businesses

How can we help?

Business succession planning

  • Proprietor goals and outcomes assessment
  • Succession target assessment
  • Next generation preparation and development programs
  • Family Advisory Boards and Family Charters
  • Business valuation and value maximisation advice
  • Equity tax, structuring and ownership transition advice
  • Employee equity plans
  • Business finance
  • Buy and sell agreements and insurance

Family wealth transition

  • Family goals and outcomes assessment
  • Next generation preparation and development programs
  • Family Advisory Boards and Family Charters
  • Transition tax and structuring advice
  • Estate planning
  • Debt finance

Our experts

Kylie Lamprecht

Kylie Lamprecht



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Ashley Davidson

Ashley Davidson



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Michael Minter

Michael Minter

Managing Partner

Newcastle and Hunter

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Christian Golding

Christian Golding

Executive Director


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Michael Dundas

Michael Dundas



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