Our Process
Family aligned objectives and clear milestones are supported with documentation to allow the successful achievement of outcomes, within a realistic timeframe. We do this through five distinct stages:
Each stage has a set of outcomes where we document key findings, considerations and issues to develop agreed position papers that will inform future plans.
Input from professional experts on change management, leadership planning, legal, accounting and state planning ensures a comprehensive process.
To navigate through the different issues and perspectives requires consideration of five key pillars:
- Management
- Business
- Property/Assets
- Retirement
- Family
Successful transition planning considers each pillar, both individually and wholistically alongside all other pillars.
Our structured and human centred approach ensures that the family reaches consensus, across each pillar, before obtaining legal, accounting and estate planning advice.