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Family wealth through the generations
Family wealth structuring
At North Advisory, our role is to guide you through this complexity, helping you navigate the various options available for protecting and growing your family’s wealth. Several strategies are worth considering, particularly when aiming for medium—to long-term goals and ensuring your assets are safeguarded.
We assist in identifying your medium to long term aspirations. We underpin these aspirations to align with your family values, ensuring you have a clear vision and the financial instruments and strategies to succeed.
Establishing a family wealth structure requires a strategic approach. Utilising tools including trusts, superannuation, diversified investments, and estate planning, we can help create a financial framework that protects and grows your family’s wealth across generations.
Medium to long term goals
For many clients, medium-term goals include property acquisitions, funding higher education opportunities for themselves or their children, or preparing for early retirement. Longer-term aspirations focus on retirement planning, wealth transfer to the next generation, and legacy planning.
Whether you seek medium or long-term financial structuring or both, our team is experienced and qualified to ensure the decisions you make now are the right ones for you and your family in the long term.
Trusts and diversification
Trusts provide a legal structure that allows you to control how your assets are managed and distributed. We offer tailored advice on family, discretionary, and testamentary trusts for our clients. Trusts benefit long-term wealth preservation, ensuring your assets are protected and managed according to your wishes, even after you’re gone.
Our team offers expert investment advice, including property, shares, and fixed income. We close the loop for family wealth structuring through superannuation, self-managed super funds (SMSF), wealth transfer, and estate planning.
When seeking professional and qualified family wealth structuring, don’t hesitate to contact our team.
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“We were lucky that the transition to North Advisory was very smooth. We simply told our previous accountant that we were moving on, and the North Advisory team did the rest.”
Lu Wilson Sage Cosmetic Coaching
“Rather than becoming overwhelmed by figures, Marius and Cayle gave me clarity and enabled me to focus on the numbers that were most important to my business.”
Deb Croucher Founder & Strategic Director, Brilliant Digital“I felt that they really wanted to partner with me and support me as I continue to grow, and not just be crunching numbers all the time.”
Debbie Boyce Senior Manager“Having a professional business accounting team behind me was critical to my success. Marius and Cayle always helped me get the best result and they were always there when I needed them. They gave me the information that I needed and really helped me maintain successful businesses.”
Frank Iera Business Owner & Entrepreneur“Working with Marius and Cayle has been the best. With everything I need to think about as a business owner, their support allowed me to relax and trust that they had the numbers covered so I could focus on aspects like business growth and building success – the parts of my business that really excite me.”
Matt Harris Founder, Vegepod GlobalReach out we are here to help
Recognising the uniqueness of each business, we specialise in customised accounting services crafted to meet your specific needs and drive business growth.
Don’t hesitate to contact us if you’re ready to streamline your financial management with tailored solutions. Your business’s success is our primary focus. Fill in the contact form or call us to book an initial 30-minute chat.
Suite 6, 11 Oaks Avenue
Dee Why, Northern Beaches
NSW 2099
Australia