Remarkable Journeys with Jess Fox: Conversations with our clients, people and community. Listen now.
You’ll navigate complexity with clarity and confidence alongside our team of family business experts. We partner with owners, leaders and families to support effective decision making today, while building the foundations required for continuity, growth and harmony across generations.
Our work spans the full lifecycle of the family enterprise – from succession and ownership transition, to governance, estate planning and the education of the rising generation. At every stage, we focus on achieving outcomes that work in practice, focusing on future growth and strong family dynamics.
Succession is rarely a single event, but a process that unfolds over time, involving leadership, ownership, wealth and identity. We work with families to design succession pathways that are deliberate, well governed and aligned to the long term vision of both the enterprise and the family. Our approach supports smooth transitions, protects relationships and creates confidence for both the incumbent and rising generations in your family business.
Effective estate planning minimises uncertainty and ensures assets are protected, intentions are clearly documented, and loved ones are provided for. We help families protect what they have built. Our work focuses on safeguarding enterprise and personal assets, managing risk as ownership and generations expand, and ensuring estate plans are aligned with the family’s long term vision. We work closely with families and their legal advisers to create clarity, resilience and confidence across generations.
Strong governance provides the structure families need to make decisions well, particularly as the enterprise grows and generations expand. We help families establish practical governance frameworks, including family councils, charters and decision making processes, that support transparency, accountability and constructive communication. Our facilitative approach creates space for every voice to be heard, enabling alignment without eroding trust or relationships.
For many families, the question is not whether wealth and responsibility will transition to the next generation, but whether the next generation feels prepared when that time comes.
Succession is rarely a single event, but a process that unfolds over time, involving leadership, ownership, wealth and identity. We work with families to design succession pathways that are deliberate, well governed and aligned to the long term vision of both the enterprise and the family. Our approach supports smooth transitions, protects relationships and creates confidence for both the incumbent and rising generations in your family business.
Strong governance provides the structure families need to make decisions well, particularly as the enterprise grows and generations expand. We help families establish practical governance frameworks, including family councils, charters and decision making processes, that support transparency, accountability and constructive communication. Our facilitative approach creates space for every voice to be heard, enabling alignment without eroding trust or relationships.
Effective estate planning minimises uncertainty and ensures assets are protected, intentions are clearly documented, and loved ones are provided for. We help families protect what they have built. Our work focuses on safeguarding enterprise and personal assets, managing risk as ownership and generations expand, and ensuring estate plans are aligned with the family’s long term vision. We work closely with families and their legal advisers to create clarity, resilience and confidence across generations.
For many families, the question is not whether wealth and responsibility will transition to the next generation, but whether the next generation feels prepared when that time comes.
National Managing Partner – Private Enterprise
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In the meantime, if you have any questions, please don't hesitate to contact us via communications@au.gt.com.
Our 2025 Family Business Report highlights succession planning and generational differences as dominant themes.
In this special episode of Beyond the Numbers with Grant Thornton, Private Enterprise Partner Beau Chaperon hosts the show and sits down with Lea Hicks and Richard Fox to discuss resilience, leadership and the relationships that help individuals and organisations navigate change and achieve lasting success for Western Sydney.
New “EET election” option for discretionary trusts to avoid the minimum 30 per cent without having to restructure, but creates inflexibility.
For many successful families, creating wealth is only the beginning. As your businesses, investments and family interests grow, arrangements that once worked well can become difficult to manage.
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