Thought
Leadership
Thought
Leadership
THOUGHT LEADERSHIP
The Art of Business Succession
Part 1 – The art is in the planning
The Art of Business Succession
Succession planning is a complex process involving many business disciplines. This document is designed to help business owners manage an orderly transition of the management and ownership of their companies…
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Part 3 – Personal wealth management
The Art of Business Succession
Business succession planning is not all about the business. The process must also account for the preservation of the individual welfare and personal financial security of the business owners…
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Part 5 – Tax issues in business succession
The Art of Business Succession
One of the significant issues arising for those dealing with business succession is the myriad of taxes that can apply throughout a business succession. Business succession planning…
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Part 7 – Role of the advisor
The Art of Business Succession
Despite all of the sound business reasons for doing so, the fact remains that most privately-owned businesses never actually accomplish true succession planning. Evidence shows that the reluctance to plan…
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Part 2 – Business continuity & growth
The Art of Business Succession
Effective succession planning enables a company to examine and integrate diverse business planning elements into one coordinated plan. All of the elements must be working in concert in order to…
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Part 4 – Legacy
The Art of Business Succession
Perpetuation of a business legacy is often one of the overriding goals of business owners developing a succession plan. This may be especially important for family-owned businesses where…
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Part 6 – Family dynamics & governance
The Art of Business Succession
Difficulties associated with succession planning can often be traced to inadequate communication between key stakeholders in the business. Many of these issues can be addressed through…
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THOUGHT LEADERSHIP
Resources and insights
Resources
Review our useful resources and guidelines.
Private Investment Perspectives – Trust Amidst Turbulence (April 2025)
Top Investment Questions for H2 2024 (August 2024)
Generation Private C-suite Offering (May 2024)
Engaging the Next Generation (May 2024)
Goldman Sachs Investment Strategy Group Outlook (January 2024)
Trends and Considerations for Family Offices in 2024 (December 2023)
Resources
Outsourcing for Family Offices (August 2023)
Key Issues Facing Family Offices (May 2023)
Establishing an Investment Policy Statement (March 2023)
The Great Wealth Transfer (February 2023)
Ten Operation Risks for Family Offices (February 2023)
Guide to Outsourced CIOs (August 2022)
Resources
The Future Family Office (July 2022)
A Simple Guide to Family Offices (January 2022)
Family Office Guide (June 2021)
Findings of the ATO Top 500 Program (July 2021)
ATO Audit Program (May 2021)
Tax Governance ATO Top 500, Next 5000 (Oct 2021)
Local Insights
Our reviews of published surveys and reports provide an insight into how Family Offices are operating within Australia and Asia Pacific.
The Asia-Pacific Family Office Report 2023 (Campden Wealth / Raffles Family Office, 2023)
Family Office Survey – Australia, HK, NZ and SG (KPMG and The Table Club, October 2021)
Global Insights
What is happening globally? Our reviews of published surveys and reports provide a snapshot of how Family Offices are operating all over the world.
Global Family Office Survey Insights (Citi Private Bank, 2023)
Global Family Office Insights (BlackRock, 2021)
Global Family Office Investment Insights (Goldman Sachs, 2021)
Global Family Office Survey (Citi Private Capital Group, 2021)
Disclaimers
These publications have been prepared by Generation Private and reflects their views and beliefs at the time of preparation, which are subject to change without notice. These publications may contain forward-looking statements based on the author’s beliefs or current expectations with respect to market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. The publications are distributed by Jackabbey Road Pty Ltd ABN 38 116 959 972, trading as Generation Private (“Generation Private”) authorised representative no. 1298223 of Omada Wealth Pty Ltd ABN 32 126 987 308 AFSL 538 532. Generation Private, its directors, officers or employees make no representations or warranties, explicit or implied as to the fairness, accuracy or completeness of the information contained in the publications. The publications contain general information only and is not intended to provide any person with financial product advice. It does not take into account any person’s investment objectives, financial situation or needs. Generation Private recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances. To the extent permitted by law, no liability is accepted by Generation Private, its directors, officers or employees, for any loss or damage as a result of reliance on this information contained in the publications. Past performance is not a reliable indicator of future performance. The documents are for the exclusive use of the persons to whom it is provided being its wholesale clients and must not be used or relied upon by any other person. If you are not the intended recipient, you must not use or disclose the information in this research in any way without written authorisation.