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Family Business

We are experienced family business growth advisors and have developed a program to facilitate the development of constitutions for individual family businesses.

These constitutions cover all areas where family and business interests interact and are designed to:

  • Prevent/minimise conflict between the interests of the family and the business
  • Ensure the goals, values and objectives of the family are reflected in the conduct of the business

By creating their own constitutions using our process, families establish rules and principles to deal with:

  • Management of the business and decision making
  • The holding of equity
  • Employment of family in the business
  • Management succession
  • Equity succession
  • Family entitlements from the business
  • Dispute resolution

Our Succession Planning program has also been tailored to specifically meet the individual needs of the family business.

Our consultants have a broad range of skills which ensure family business constitutions and succession plans take account of taxation, superannuation, capital raising, valuation and estate planning issues as well as family business dynamics.

Our consultants are members of the Family Firm Institute (USA).

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More info:

Sue Prestney
Principal - Family Business Services
t:+(61) 3 9521 3000