Family Business Report 2025

Australian family businesses are experiencing a notable shift in priorities. Striking a balance between family values and business goals has never been more important especially as the rising generation prepares to take the lead.  

Our 2025 Family Business Report highlights succession planning and generational differences as dominant themes. With over 30 per cent of the Rising Generation aged between 44–64, the findings reveal a delayed transition into leadership and a shift in mindset across generations.

Drawing on insights from over 125 Australian family businesses, the report explores how prepared families are for succession and whether their plans support long-term growth.

Key insights

• Succession remains the top challenge – with both generations concerned about each other’s readiness to transition. 
• Priorities differ across generations, with incumbents focused on risks and operations, while the rising generation emphasises family dynamics. 
• The next generation is eager to lead – highlighting the need for proactive succession planning. 
• AI and technology are reshaping operations and decision-making – incumbents are cautious, while the rising generation embraces change. 

These insights provide a glimpse into the evolving landscape of family businesses. Download the full report to explore the complete findings and trends.

To explore how these insights apply to your family business and identify practical strategies, reach out to our team for a tailored discussion.