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Changing the Guard - Inheriting advice
The family accountant knows every dividend ever declared. The lawyer remembers the first trust deed. There is loyalty here, and gratitude. But there is also a feeling that the conversations have stopped evolving.
For the next generation, this is a hard truth to
sit with. Firing a parent's professional adviserfeels personal, almost disrespectful.

Robert Carson
Oct 283 min read
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Planning for Blended Wealth
Blended families begin with good intentions. Often after carrying the weight of past relationships, two people commit to building a new life together.. They bring children, assets, expectations, and history to the table, and hope that love will be enough to make it all cohere. Yet beneath the warmth of new beginnings, complexity almost always waits. The challenges rarely surface immediately. At first there is energy in creating a sense of unity- shared meals, new traditions,

Robert Carson
Oct 233 min read
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Who is Really Holding the Keys?
But what about those waiting in the wings? It’s easy to assume the next generation is ready to step up, but capacity here is about more than just meeting the legal minimum. It’s about financial literacy, emotional intelligence, and the ability to navigate the sometimes choppy waters of family dynamics.

Robert Carson
Jul 43 min read
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When the Books Close
For family businesses, the end to the financial year is much more than just a date on the calendar or a stack of invoices waiting to be reconciled. It is a time when the conversations shift from what happened last quarter to what comes next, not just for the business, but for the family running it.

Robert Carson
Jul 23 min read
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Three Generations, One Purse
The Power and Pitfalls of Collective Family Wealth Across Asia and many emerging markets, family wealth is rarely confined to a single...

Robert Carson
May 304 min read
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Unbreakable Wealth: A legacy that lasts a Century
Imagine a family legacy that stretches not just decades, but a full century into the future. That’s the promise—and the challenge—of 100-year wealth planning. It’s a bold, forward-thinking approach that asks families to look far beyond the next inheritance or business deal, and instead plant the seeds for a flourishing family tree that will stand strong for generations.

Robert Carson
May 282 min read
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Heirs, Egos, and Exit Plans - Turning Family Business into a Battleground
At some point, though, every family hits a snag. Maybe it’s a disagreement over the future direction of the business, or maybe it’s just that old family dynamics rear their heads when the stakes are high. This is where an independent Family Adviser becomes worth their weight in gold.

Robert Carson
May 74 min read
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Waiting for the stars to align? Your family's legacy might pass you by
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.

Robert Carson
Apr 174 min read
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