FAQ
General
FAQ
Three Principals with one coordinated view
An estate plan determines what happens to your assets when you die.
A succession plan considers something broader: what happens to your family, business and wealth before and after that transition.
It addresses questions such as:
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Who will make important decisions?
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Are the next generation prepared for the responsibility?
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Does the family share a common understanding of what the wealth is intended to achieve?
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Could different expectations create conflict?
A legally sound estate plan is important, but it may not be enough to preserve family unity or provide continuity. The best succession plans begin while the people who created the wealth are still able to share their experience, values and intentions.
A useful place to begin: If your family had to take responsibility tomorrow, would they know what to do?
Protecting wealth involves more than choosing the right investments. Family wealth may be exposed to business risks, relationship breakdowns, unexpected claims, poor decision-making, taxation and the absence of clear family agreements.
The starting point is understanding where the wealth is vulnerable and whether the current structures still reflect the family’s circumstances and intentions.
Absolute Strategy helps families bring their advisers together to consider ownership structures, estate planning, insurance, investment risk, governance and family decision-making as one coordinated strategy.
A useful question to consider: Is your family wealth protected by a deliberate plan, or simply by arrangements that have accumulated over time?
Privacy is not only about confidentiality. It is also about ensuring that sensitive family, financial and business information is shared thoughtfully, with the right people and at the right time.
Absolute Strategy works discreetly within the Australian legal and professional framework, coordinating with your existing legal, accounting and financial advisers where appropriate. The objective is to create clarity without unnecessarily exposing private family matters.
A useful question to consider: Does everyone currently involved in your affairs have access to only the information they genuinely need?
A traditional family office can provide coordinated investment management, administration, governance and philanthropic support. However, not every family wants or needs the cost and infrastructure of establishing a standalone family office.
What many families do need is family office thinking: a clear view of the entire family position, coordinated professional advice, defined responsibilities and a process for making important decisions.
Absolute Strategy helps families create this coordination without assuming that a traditional family office is automatically the right solution.
A useful question to consider: Who currently sees the complete picture of your family’s wealth, structures, objectives and future responsibilities?
GET IN TOUCH
In a confidential 30-minute phone or video conversation, we work out whether ours is the right team to guide you through this decision.
No paperwork, and no obligation just an honest conversation about where you are and what you are trying to decide.
We will talk through:
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Your current situation
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The decision you are weighing up
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How we work, and who we work alongside
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The next step, if there is one
You are also welcome to call us on 02 9161 1002 to arrange a time.
Our office is located at Suite 104/4 Bridge Street, Sydney NSW 2000 by appointment.
We work alongside families and business owners across Australia, both in person and remotely, providing strategic guidance and modelling while collaborating with their existing lawyer, accountant, and professional advisers.