Life Transitions & Family

Life is ever evolving, change is inevitable. As you navigate different life stages and major events, we bring decades of experience as your sounding board and trusted adviser, helping to plan for and secure your future.

Transition from full-time work

Leaving full-time work can be confronting. What will your life look like? Will you have enough to live comfortably? Have you done enough in the lead-up? Our holistic pre-retirement planning strategies will help you to manifest your most fulfilled life in the years transitioning from full-time work and into peak leisure.

Transition from full-time work

Capital events, business exits & windfalls

Possessing new capital is just the beginning. How can you continue to live your values, structure your affairs, transfer capital mindfully and leave a meaningful legacy? With discussion and guidance, we help you create and execute a plan that translates your capital windfall into a strategic and enduring wealth event. 

Separation, divorce & blending families

Should you face separation or divorce, we help you to take your time to understand your options and what will be important for you now and in the future. You are dealing with a wealth of emotions and change and it’s important that you feel that you can make informed decisions. We can help you put a professional team in place and work with you to unwind your finances, reset your course, and confidently move ahead.

Separation, divorce & blending families

Losing a partner

Whether sudden or anticipated, life after losing your partner brings emotion, new challenges and complexity. We are here to give you confidence in your financial world. We work alongside you and ensure the practical, strategic and emotional aspects of your wealth are addressed holistically and sensitively.

Planning for ageing

One of the great unknowns as you age is your physical health and mental acuity. It’s natural to worry about who will make decisions for you when you can’t and whether you will have enough to fund what you might need, be it medical treatment or aged care. We tackle this with you and professional specialists to give you peace of mind that you can make plans without spending or giving away funds that you might need later on.

Planning for ageing

Intergenerational wealth advisory

Transferring wealth to future generations is about more than what you leave in your will. It starts with the big questions. What legacy do you want to leave?  What are your hopes and dreams for your children?  Are your children ready to inherit?  What advice, support or oversight do they need? Your answers will guide the ongoing decisions we make about how you structure, protect and grow your wealth. As you navigate transitions in your family or financial world, we will make sure you get the advice you need and that what’s important to you remains at the heart of your plan. 

Family advisory & philanthropy

While many of our clients consider giving back to the community part of their wealth philosophy, philanthropy can be a complex and often unfamiliar territory. As part of our holistic advice, we work with you and your family to develop a set of philanthropic goals, research areas of interest, design and carry out the action plan.

For those unsure where to start, or simply looking for a more structured approach to their giving, our clients and their families also have the option of giving through a communal philanthropic structure. This Public Ancillary Fund (PuAF) employs both the investment knowledge of Stanford Brown and the trustee guardianship of Australian Philanthropic Services.

Family advisory & philanthropy

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We'd love to meet you and see how we can help you achieve the future you want.

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