Our strategic service is focused on helping family business managers make better, more rigorous and quantified business decisions – whether for growth, planning for the future, making investments or disposals, or raising finance.

At the heart of any business decision is a financial forecast. Such forecasts are likely to come from financial modelling that combines robust assumptions and key commercial parameters based on knowledge honed over years of experience.

Grant Thornton supports our clients to developing the analytic and research-driven insights vital to successful business strategies and financial forecasts.

Wealth management

You’ve worked hard to build your family’s wealth. We’ll work hard to protect and grow your wealth, with strategies to fit your circumstances and risk appetite. We’ll work with you to develop a tailored plan for the family that incorporates financial planning and investment portfolio management. We’ll take in the bigger picture, with measurable milestones and the best way to achieve your wealth and legacy goals.

Taxation and asset protection

In a complex financial environment there are many ways assets can be owned, all with varying tax implications. Selecting the right structure requires forward thinking and technical expertise.  
We’re not only passionate about helping you achieve your family and business goals; we’re also adept at ensuring your personal assets are protected and the tax impacts mitigated, enabling you to achieve the right balance – focused on your needs now and in the future.

Family Advisory Board

Are you bogged down in day-to-day operational issues running your business or managing your complex family and  financial affairs?  An advisory board can help – it sets the strategic direction of the company or business and brings independent thinking and expertise to protect and nurture your growth.

This is where Grant Thornton can step in, reducing your stress with a seamless service offering comprising advice and assistance setting up an advisory board, establishing a board charter, providing independent advice and acting as an independent chair.

Meet our people Robert Scheiber

Partner

1300 27 27 72