STRATEGIC FINANCIAL ADVICE

Intergenerational Wealth

Helping wealth, and the values behind it, pass thoughtfully from one generation to the next.

Transferring wealth between generations is one of the most important, and most emotionally complex, things a family will do. Done well, it strengthens families and creates lasting opportunity. Done poorly, it can create confusion and conflict. As experienced intergenerational wealth consultants, we help families with intergenerational wealth planning and family wealth planning, ensuring the transition is managed deliberately, with the structures, governance and conversations that keep everyone aligned and treated fairly.

How we help

Estate and succession planning

Working with your lawyer to ensure your estate plan is robust – with estate planning advice across wills, testamentary trusts and clear provisions that reflect your wishes and protect your beneficiaries.

Family governance

Establishing clear roles, responsibilities and communication structures and, where families want one, a family charter that captures shared values and decision-making principles.

Educating the next generation

Financial education, mentorship and hands-on involvement, so that those who inherit wealth are equipped to steward it.

Asset protection

Coordinating wealth transfer strategies across trusts, corporate structures and other tools with your legal and accounting advisers to help shield family wealth from risk.

Philanthropy

Where giving back matters to your family, helping structure charitable giving so it is effective, rewarding and tax-aware.

Who this is for

You're thinking ahead

You have built wealth and want it to pass to the next generation thoughtfully, not by default.

You want the next generation ready

You want your children and grandchildren equipped to handle what they inherit, so wealth becomes an opportunity rather than a weight.

You're planning succession

You are a family business owner or the head of a family with wealth across several entities, and you want succession handled before it's forced on you.

You're passing on values

You care about passing on the habits and beliefs behind the money, not just the money itself.

You want the plan in place

You want the structures, the plan and the harder conversations in place well ahead of time.

A note on how we work

Family Wealth Advisory coordinates and project-manages your advisory team (including legal, tax and estate specialists) to ensure alignment, clarity and timely execution. We do not provide legal or tax advice directly – we bring the right people together and keep the whole strategy coherent over time.

CLIENT TESTIMONIALS

Trusted by families

The measure of our work is the confidence our clients feel and the relationships that last. Helping people make better decisions about their future is a privilege we never take lightly, which makes receiving their thanks all the more gratifying.

“

My only regret is not having met Michael and his fabulous team years ago. Retaining Family Wealth Advisory was the best financial decision my family ever made. Michael’s advice is considered, well documented and easy to understand – his team are an absolute pleasure to deal with.

Paresh Khandhar SC

Barrister

“

We engaged Family Wealth Advisory to manage and grow our superannuation funds and feel as though a weight has been taken off our shoulders. The advice and excellent service received exceeded our expectations and we finally have a realistic plan to grow our wealth now and in the future.

Bruce and Liz Guthrie

“

Michael is not just a financial adviser. He is a trusted presence in our family, a coach and confidante. He listens, motivates and guides us to align our goals so we do not go backward but always forward. We cannot imagine a more reliable and trustworthy advisory team.

Dr Alen and Ana Bielich

“

Professionalism, passion and integrity sums up Family Wealth Advisory in three words. The feedback we consistently receive from our clients is that they are very well looked after by the Family Wealth Advisory team and delighted with the high quality service they receive. We continue to highly recommend Family Wealth Advisory to our clients.

Mark Pinhorn

Director, HYD Advisory

“

Michael and the team at Family Wealth Advisory have developed a wealth management strategy strongly grounded in the fundamentals and accurately reflecting our evolving needs. I have found them a pleasure to work with, responsive and very professional in their approach to managing our wealth.

Simon Benjamin

Partner, Advisory, Ernst & Young

“

Mike and his team have been extremely professional in handling our finances over the last few years. Mike has given us the peace of mind we had been seeking from a financial adviser for some time. His breadth of knowledge paired with his integrity are exemplary. We are so pleased to entrust our savings with Mike and his team.

Ravi and Sara Manian

Ready to take control of your wealth?

We know that financial decisions are rarely just about money – they’re also about family, security, opportunity and the life you really want to build. Book an introductory conversation with us today – we will listen first, then show you how a coordinated strategy could work for your family.

Book a Meeting Contact Us

Intergenerational Wealth

Intergenerational Wealth

Who this is for

You're thinking ahead

You want the next generation ready

You're planning succession

You're passing on values

You want the plan in place

A note on how we work

Paresh Khandhar SC

Bruce and Liz Guthrie

Dr Alen and Ana Bielich

Mark Pinhorn

Simon Benjamin

Ravi and Sara Manian

Ready to take control of your wealth?

Family Wealth Advisory

Strategic Financial Advice

Family Office