Enabling families to live the
lives they want to.
Enabling families to live the lives they want to.
ABOUT US
Our approach
Generation Private has helped Australian families protect and grow their wealth across many generations.
We have first hand experience in dealing with all aspects of a family business from general compliance, succession planning, wealth management, estate planning and corporate and family governance.
At Generation Private, we view a family’s wealth as being more than financial wealth. It is also about fulfillment, relationships and contributing to the lives of others.
OVER THE LAST
25 years
The founders of Generation Private have gained extensive experience, expertise – and the loyalty of our clients which attest to our ongoing commitment. At Generation Private, we view a family’s wealth as being more than financial wealth. It is also about fulfillment, relationships and contributing to the lives of others.
With decades of experience working together, we anticipate your best needs to provide the best-in-class service.
OUR SERVICES
Services That We Offer
We offer services to help shape your financial future. Take a look at our services and let us know if we can help. Click here to see our service offerings.
- Tax advisory
- ATO audit management
- Transaction Support
- Mergers and acquisitions
- Performance management and business improvement
- Family and business succession
- Not for Profit structuring
- Estate planning
- Lifestyle Asset Management
- Tax structuring
- Investment setting and management
- Corporate governance frameworks
- Enterprise risk management
- Board advisory and attendance
- Family Constitution and Remuneration policy development
Generation Private also offers a C-Suite Mentoring Program to assist in the personal and business development of senior executives within the organisation. The Extraordinary Leaders program is designed to convert good managers into greater leaders within the organisation. In addition, Generation Private offer an outsourced C-suite including CEO, CFO and CIO.
Generation Private Wealth Advisory
- Leveraging next generation platform technology to bring Family office investment strategy to private clients
- Experienced advisors and investment team with a proven track record delivering above market returns
- Access to diversified global opportunities across asset classes via market leading managers and index funds
SERVICES
Let Us Help You
Whether your wealth has been created through a business, a business divestment or a family legacy, we can advise you on the implementation of appropriate tax planning strategies for the present and future generations. Generation Private specialists are experts in assisting in planning legitimate structures to ensure the overall business and personal objectives of the family are aligned.
Generation Private also specialises in developing a corporate governance framework that protects and enhances the business of the owners. We also offer a C-Suite Mentoring Program to assist in the personal and business development of senior executives within the organisation. The Extraordinary Leaders program is designed to convert good managers into greater leaders within the organisation.
Through our personal attention, responsive service and clear communication, our purpose is to help families achieve what matters most & to deliver true peace of mind.
Who we help
We help families, individuals, current or aspiring philanthropists and family businesses.
We know there is no such thing as a typical family. Every family and individual within a family is unique and has different aspirations and motivations.
Whether our client’s wealth is created or inherited, we provide a level of service which is distinguished by discretion and independent advice, guided by what matters most to the family or individual.
For the current or aspiring philanthropist, we help the individual and family identifying their personal passions and motivation for giving. From there we define a program to execute of their passion and motivation.
We know many family businesses are still trading and have not contemplated their potential exit strategy. We provide these family businesses with expert advice on a range of functions including selling, succession planning, changes in operating models, business expansion or business improvement.
Our Purpose
We are more than just an accounting firm, we provide a holistic offering tailored to each particular family.
Our purpose is to help families achieve what matters most.
BUSINESS SUCCESSION
Generation Private has had over 25 years of experience in business succession having lead and secured successful outcomes for clients with transaction values between $2m and $900m.
We have also been thought leaders in this space with the publication of our book “The Art of Business Succession- Who will fill your shoes?”
PHILANTHROPY
Generation Private has had many years experience in establishing and managing the philanthropic endeavours of its family clients.
From establishment of the foundation, the servicing its ongoing needs and objectives to managing the compliance requirements of the foundation, we are able to manage this on behalf of clients.
LIFESTYLE ASSET MANAGMENT
Whether you own a super yacht or private jet or just wish to lease one for a period of time, we are able to managing this on your behalf both within Australia and overseas.
We have vast connections with domestic and international brokers, management service companies, lawyers and private jet operators to service all of your needs when it comes to lifestyle asset management use and enjoyment.
PROPERTY SERVICES
We know that many families hold property interests either for long term investment of development.
Whether it is for investment or development we are able to project manage the investment properties or development properties on your behalf.
Who We Have Worked With
We form long lasting relationships with our clients through trust and tailored thinking for each individuals needs.
GET IN TOUCH
See What We Can
Do for You.