Have you selected and trained  family member(s) to look after the family wealth? Are you concerned that they will waste the wealth away?

Although you may not be in business anymore, your business is Investment of the Family Wealth for Future Generations. Have you heard the chinese saying “the first generation works hard to create wealth, the second generation reaps the benefit and the third generation squander it”. Without the link to a family business it can be difficult for successive generations to see where the wealth comes from and make a connection to it. We can help you develop a sucession plan for your family’s wealth through our Family Business Consultancy programs. In fact working through our Stage One consultancy program can help identify potential family leaders and unite a family’s common vision.

Contact Phil Welham for a confidential discussion on (09) 486 5870 or [email protected]

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