Entrepeneurs and Family Business

Financial Advice for Entrepreneurs and Family Business

Many families and those who have or are building significant assets want choice when it comes to managing their wealth. They often have started from little and through entrepreneurship built something enduring or have continued to build on generational monies.  Regardless they need and value advice to help build a framework that ensure they stay on track and can protect their personal and lifestyle assets.

Over the last 5 years we have seen a strategic shift from the large institutional financial firms to the exclusive services of a Private Advice firm that offers services likened to a Family Office. A traditional Family Office is built to serve complexity and to address the interconnected decisions around family wealth and all the other professionals that serve.

Where the landscape has changed is the needs of the up-and-coming families and entrepreneurs who have different needs and want something different.

At Boutique Advisers Private Wealth, we help create a better framework and are the glue in your solution which helps coordinate your affairs whilst still utilising your existing professional advisers. This coordinated approach allows your family to have the clarity to make considered and smart decisions about your family wealth with a focus on ensuring you are not putting the important things at risk.

Building a framework that protects what you have built

What we consistently hear from our clients is questions around protecting what has been built to secure income and lifestyle, but to still be able to grow and push the boundaries as to what is possible in business.

Boutique Advisers works with existing professional advisers of our clients to help create the framework to so this.

In our view not one person can ensure all aspects of a family, or individuals’ interests are properly aligned. We find that people we meet will surround themselves with very good professionals in their field, but they may lack the unity of making smart decisions in context of the broader family or individual goals which can be worked through with Boutique Advisers and our unique framework for entrepreneurs and Family business.

Typically, we find that all major decisions will have impacts in other parts of your life, sometimes working against each other. An Advice Map allows our clients to have a road map around what is possible and assists with family and individual decision making and risk management.

Depending on the client and their needs we can include

• Family and Individual Goals, Purpose and Legacy needs
• Clarity through a Boutique Advice Map
• Assessment of risk through a Boutique Heat Map
• Strategy and impact modelling
• Wealth Management and asset cashflow plan
• Business Advisory Report
• Succession planning both with family and within business 

At Boutique, we sit and work with all your professionals to keep you on track and helping you make more confident Life decisions about you Wealth

Intergenerational Wealth Transfer and succession

Families are often challenged by how to smoothly transition control and ownership of their wealth, values, knowledge, and legacy to the next generation without stifling identity or aspirations of family members. Family succession requires well-disciplined family governance and planning, to deliver what matters most across generations.

Our framework uniquely positions us to provide the stability, continuity and guidance required for you to make the considered decisions.

Education For The Whole Family

Boutique Advisers Private Wealth is a firm believer that engaging and educating current and future generations about wealth and business is key for the successful transfer of that wealth to those future generations. We recognise that being born into an affluent family or growing up in a successful environment doesn’t come with an instruction manual and Boutique has developed programs that can be tailored to your family’s needs.

Our goal is to prepare your heirs to be good stewards and thoughtful managers of the family’s wealth enterprise.

Gary Hasler is an Accredited Family Business Adviser