Generation Private provides specialist advisory services to public and private businesses and high wealth families.
Generation Private provides specialist
advisory services to public and private
businesses and high wealth families.
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. Click here to download a brochure outlining our service offerings.
Our Services
Family Office
We define a family office as the functional team that supports families with intergenerational wealth. Our support extends to family advisory, family governance, family boards, intergenerational wealth transfers, asset protection, philanthropy, investment management, accounting and finance.
Wealth Management
We deliver a highly personalised wealth management service incorporating external investment advice, portfolio management and administration. We develop investment policy statements in consultation with the clients once we understand their financial goals and objectives, risk tolerance, time horizons and specific considerations. We then monitor and report on investment performance.
We believe it is very important that we have a robust investment governance framework to enhance the long term success of the investment program.
We oversee diversified multi-asset class portfolios which are designed to be resilient through all market conditions.
We have deep and vast connections with investment managers and are able to comprehensively benchmark their performance against each other.
We are truly independent and do not receive commissions when placing funds with investment managers. The decision to place funds with an investment manager is based purely on our investment policy and the needs and risk appetite of the client.
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?”
Tax, Accounting and Advisory
We have had over 25 years of experience providing tax, accounting and advisory services.
Each employee of Generation Private is a former member of Deloitte wherein each has providing tax, accounting and advisory services to family and private clients.
The managing director of Generation Private (Craig Holland) was a lead advisory partner at Deloitte Private for over 16 years.
Generation Private Wealth Advisory
By leveraging next generation platform technology Generation Private Wealth Advisory brings Family office investment strategy to private clients. Our experienced advisors and investment team have a proven track record in delivering above market returns. The model portfolios allow access to diversified global opportunities across asset classes via market leading managers and index funds. Sophisticated investment opportunities for sophisticated investors.
Philanthropy
Generation Private has had many years experience in establishing and managing the philanthropic endeavours of its family clients.
From establishment of the foundation, to 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 Management
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 or development.
Whether it is for investment or development we are able to project manage the investment properties or development properties on your behalf.
Board Advisory
We have extensive experience in providing corporate governance services as part of our board advisory practice.
We currently devise both corporate and family governance frameworks for businesses and families to apply as well as sit as independent advisers (either board member or chairman role) for family or corporate boards.
See What We Can
Do for You.