Family Legacy Planning
Family Legacy Planning is the discipline of preparing your family \u2014 not just your estate. We coordinate assets, business, succession, family conversations and the practical preparation that protects what you have built.
Overview
Estates are settled by lawyers. Tax is managed by accountants. But the family conversation — who gets what, who runs what, who decides what, and how to keep everyone together — is rarely facilitated by anyone.
That is the work of Legacy Planning. It is the human, organisational, and strategic layer that sits above the legal and financial. Done well, it is the most important work a family will ever do.
Where We Help
The verified register every legacy plan begins with.
Founder transitions, family-business handovers and exit preparation.
Facilitated conversations that align generations before crisis forces them.
Working in lockstep with your lawyer and accountant — never duplicating, always coordinating.
Recorded oral histories, written legacy letters and family archives.
Annual reviews, updates and a single point of contact when life changes.
Document. A complete family asset register, business map and personal inventory.
Protect. Wills, powers of attorney, advance care directives and insurance reviewed and aligned.
Transition. Business succession, ownership transfer, family meetings and the next-generation plan.
Preserve. Family history, recorded interviews, values, governance and the legacy that outlives money.
We work alongside your existing lawyer, accountant and financial adviser — providing the organising layer they rarely have time to deliver. Where you do not have those advisers, we coordinate trusted introductions.
Our practice is intentionally small. We work with around twenty families per year, in confidence, at the pace each family needs.
Common Questions
Estate planning is the legal layer — wills, trusts, powers of attorney. Family Legacy Planning is the organisational and strategic layer above it: making sure the documents reflect a coordinated family plan, that the family understands and accepts it, and that everything is actually findable when it is needed.
Yes. We work nationally across Australia and travel to clients. Most engagements include at least one on-site visit.
Most of our families have $1M–$20M in net assets across property, business and investments. The complexity — not the dollar figure — is what matters.
Next Step
A private consultation to map your situation and design the right engagement.
Book a Private Consultation