Guide to advice for high-net-worth clients and family offices

With Australia’s oldest baby boomers now in their late 70s, the great wealth transfer is well underway and set to accelerate.

For high-net-worth clients and family offices, this is fuelling demand for advice that encompasses a broad range of specialist areas including business and succession planning, estate planning and philanthropic legacies.

Advisers must also be experts at managing vast investment portfolios, navigating complex family dynamics, and ensuring family wealth remains intact as it traverses the generational divide.

Already, a small but growing number of advice firms are specialising in multi-generational advice, and this guide highlights the enormous opportunity to support Australia’s wealthiest families.

But delivering objective, independent advice to multiple generations in the same family is fundamentally different from traditional models, and requires long-term thinking, a team-based structure and a robust succession plan, for both families and firms.

We hope you find this guide informative, insightful and inspirational.

1.5 CE/CPD points are available for reading this content, with further details in the guide email.

Enter your details below to download your guide.

You should receive the guide automatically, however please be sure to check your junk/spam.



    This form uses Akismet to reduce spam. Learn how your data is processed.

    Leave a Comment

    A small word that sends a big signal there’s a governance issue ahead

    A small word that sends a big signal there’s a governance issue ahead

    Section 761G of the Corporations Act says a client "may" be treated as a wholesale client. It doesn't say a licensee must treat them that way, and the difference between the two means there is a clear need for effective governance.

    Sort content by