Look to the headlines: anti-semitic incidents are regular occurances and protests turn uglier each week with threats spilling onto schoolyards and campuses. Within months, Australia’s universities have been threatened with funding cuts for failing to protect students from threats motivated by hatred, while the Government pushes suggests stripping visas from migrants who bring hatred to our shores.

In the current rush to reinvigorate Australia’s culture of giving, it’s hard not to be swept up in the positivity. Overlaying this practical tension is another layer. One where the emblem of reform masks an unforeseen fiscal dividend for Canberra.

Understanding the Challenges of Wealth The belief that significant wealth brings clarity and simplicity is persistent. However, the...

For many Australian family business owners, the timing of a sale often feels completely out of sync with the business’s growth cycle, the prevailing economic winds, or the evolving plans and aspirations of the family itself. If you’re grappling with this conundrum, you’re not alone—and the path forward is rarely linear.

As Australians prepare to head to the polls on 3 May for the federal election, charities across the nation are bracing for a familiar...

When conflicts arise, a values statement can even help resolve disagreements by serving as a reminder of what your family stands for.

"It is the Psychology of the family which will determine wealth preservation through the generations. Not tax" writes Dr Katherine Hunt

In today’s financial landscape, finding trustworthy advice can feel like navigating a dense forest without a compass. If you’ve ever felt st

Navigating the great wealth transition between generations also requires open communication and strategic planning. Families that proactivel

Expectations and realities are poles apart, with parents living longer and leading more active lifestyles than their children had imagined

Will the next generation look to preserve their family's wealth? Or continue a cycle of high levels of discretionary consumer spending while

In the bustling world of business, where the clink of coffee cups often accompanies the clatter of keyboards, there lies a fundamental...

Comparing Wealth Managers is like comparing apples with oranges. Each has nuanced differences in their approach to services, from...

We understand that each family member brings unique perspectives and values to the table. Our role is to navigate these differences and alig