Family wealth and succession planning
High net-worth individuals and families are thriving in Australia. Once a person or family has significant wealth, the focus often becomes preserving it for future generations.
We understand the unique nature of investing for wealthy individuals and families and recognise a more than one-size-fits-all approach is needed.
Intergenerational wealth planning
We help multi-generational families strategically consider what is important to their unique situation, ensuring the family’s wealth is managed with consideration for today as well as the future.
Effective planning and a strong transition strategy will ensure your legacy is protected and your wealth is passed down to the next generation with care.
At BDO, we know what it takes to preserve your legacy for future generations. We do this by understanding your family, their history, and their vision.
Our purpose is to provide a roadmap and explore opportunities and ideas to help reduce the complexities while delivering a transparent, efficient, and cost-effective service.
Working across areas of expertise to maximise outcomes:
- Fully integrated services, financial planning, investment management, and tax advisory. Working cohesively with your advice professionals to implement the right structures and balance tax effectiveness and flexibility with your income and capital growth requirements.
- Working closely with you and your lawyer to ensure your estate and financial plans work cohesively to deliver expected outcomes.
- Our Self-managed Super Fund experts can assist with compliance, taxation issues, and superannuation law, ensuring your super fund remains compliant and that you get the best outcome working with our planning team to create appropriate strategies.