On legacy, stewardship and the families who endure.
Essays from our practice, written for those thinking decades, not quarters.
- On legacy
The 90% Problem
Australia is living through its largest-ever transfer of wealth. Most of it won't survive three generations. Here's what the families who endure understand that the rest don't.
Read the essay → - On succession
The Succession Nobody Schedules
Seven in ten Australian businesses are family-owned. A wave of them will change hands this decade. Almost none have written down what happens when they do.
Read the essay → - On legacy
Half of Australia Has No Will
The country is about to inherit $3.5 trillion. More than half of us have left no instructions for our share of it, and even a will is often not enough.
Read the essay → - On the next custodians
The Great Female Wealth Shift
Around two-thirds of the wealth changing hands in Australia this decade will end up with women. Much of the advice industry hasn't caught up.
Read the essay → - On contribution
Giving While Living
Australia is one of the wealthiest nations on earth and one of the least generous. For families with real means, that gap is also an invitation.
Read the essay → - On structure
No Death Tax, But the Traps Are Elsewhere
Australia is one of the few wealthy countries with no inheritance tax. That comfort lulls families into leaving more to the tax office than they ever intended.
Read the essay →