We are experienced family business advisors.
We 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/minimize 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
- Protect the business and maintain family harmony
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 family business consultants have a broad range of skills which ensures that 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 family business consultants are members of the Family Firm Institute (USA) and our firm is a proud sponsor of Family Business Australia.
More info:
Sue Prestney
Principal - Family Business Services
(03) 9521 3000