Unless your Family Business is creating enduring wealth for your Family, it is a Family Business in name only.
Wealth can take on many and varied forms. Dean’s role is to help you focus on what they are for your family business and tailor a plan that enables your Family to reap the rewards of your efforts. Dean helps Family Business owners to set and work towards goals around:
Business wealth
Generating and maximising the value of your Family Business and the continuous evolution of that process.
Personal wealth
By helping Family Business owners to grow assets outside of the Family Business Structure and Superannuation environment, we work with you to achieve diversification and build a wealth strategy away from the Family Business.
Retirement wealth
Primarily through Self Managed Superannuation Funds, we work with Family Business Owners to maximise their position in retirement.
Wealth protection
Whether it is preventative wealth protection through insurance or strategic wealth protection through the structuring of business and non-business Family assets, we work with you to build your Family Business a safety suit.
Transferring wealth
Enabling business and non-business assets to be transitioned between generations of the Family in the most effective means possible. Where outside expertise is required, Dean works with your Advisors to help design a Wealth Creation strategy that fits you, your Family and your Family Business.
