Director – Private Enterprise
Sara Chen is a Director in the Private Enterprise practice, based in Melbourne, with over a decade of experience advising privately owned businesses, family groups and inbound investors.
Sara specialises in working with Asian‑background clients, particularly first‑generation immigrants, supporting them through succession, governance and intergenerational transition. She understands the unique cultural, commercial and family dynamics involved, and works alongside clients to navigate change while preserving long‑term value and alignment.
She is known for her practical, commercially minded approach and her ability to act as a trusted adviser during complex or sensitive decisions. Rather than focusing purely on technical outcomes, Sara works closely with business owners to help them think through options, weigh trade‑offs and make confident decisions in uncertain environments.
Sara builds long‑term relationships with her clients and is often called on during key inflection points – whether that involves preparing the next generation for leadership, managing change within a business, or supporting investment into Australia, including in the renewable energy sector.
She is fluent in Mandarin, enabling her to work effectively across cultures and facilitate clear communication between stakeholders.
Experience
- Asian private clients & family groups
- Succession planning & intergenerational transition
- Governance & family business advisory
- Strategic business advisory & decision support
- Cross‑border investment & Australia market entry
- Family office advisory
- Growth, transformation & value preservation
- Transactions & key business inflection points
- Monash University - Bachelor of Business (Accounting)
- Chartered Accountant – CAANZ
- Certified Tax Adviser – The Tax Institute
