Family Business Solutions

Financial Advice for the Family Business

Many families want choice when it comes to managing their wealth. They often move 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, whereas the new generation of firms are different.

At Boutique Advisers Private Wealth, we 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.

Some of the aspects of Family Business that we feel are missed include:

What Is A Family Charter?

In our view not one person can ensure all aspects of a family’s interests are properly aligned. We find that families will surround themselves with very good professionals in their field, but they lack the unity of making smart decisions in context of the broader family goals which can be defined through the Family Charter. Typically, we find that all major decisions will have impacts in other parts of your life, sometimes working against each other. A family charter provides a road map around family rules which assists with family decision making and governance. Typically, it would include.

  • Family Mission and values
  • Roles and Responsibilities
  • Succession planning
  • Decision Making guidance.
  • Wealth Management and asset plan
  • Communication and conflict resolution pathways
  • Governance structures

At Boutique, we sit and work with all your professionals to keep your Family Charter on track and help you make smart and informed decisions.

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

family business association accredited advisor logo
  • Income Tax Planning and Compliance
  • Estate Planning and Trust Administration
  • Accounting and Structure Reporting
  • Compliance and Risk Management
  • Investment Management
  • Philanthropic Planning
  • Specialised Services and Family Education
  • Document Management
  • Data Management

Book a complimentary 15 minute chat with us.

The path to creating wealth, attaining financial independence, and finding peace of mind begins with a simple conversation.