Family Groups

Family groups often face high tax liabilities due to complex financial arrangements, including various assets, business interests and superannuation funds. Through strategic planning and by leveraging available tax benefits, we can help structure a financial model that minimises these liabilities and delivers more favourable financial outcomes.

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Protecting the future

We can help you provide for future generations by safeguarding and preserving your family’s wealth in a tax-efficient and compliant manner. The strategies we devise and implement will consider your business structure, growth and exit planning within the broader context of your family’s overall portfolio, as well as the specific requirements of individual family members.

Succession success

Our succession planning helps families understand who will take control of their wealth in the event of change. We will take the time to understand your family’s dynamics, values and goals, to gain insights that can help your family plan for wealth protection and asset distribution.

One team with one purpose

Equipped with a thorough understanding of your family’s goals and values, we will be able to deliver a personalised and comprehensive financial solution, and with all your financial needs seamlessly supported by a single organisation, we can develop tax strategies that help optimise and protect your wealth.

A personal touch

At Wilson Pateras your family will be assigned a dedicated relationship manager who serves as your finance expert and trusted advisor, offering consistent support and personalised attention throughout the relationship.

Award-winning advisors

The industry recognition we have received is your assurance that you can be confident in our breadth of experience and depth of knowledge.

Next steps

At Wilson Pateras, we provide a comprehensive approach to managing family groups. We will take the time to understand your family’s goals and values, allowing us to deliver a personalised solution. With all your financial needs seamlessly supported by a single organisation, we can develop tax strategies that help optimise and protect your wealth.

Our process starts with a discovery call and a scheduled meeting to understand your financial situation. Should you decide to move forward, we will work together to develop and implement a tailored tax strategy that aligns with your objectives.

Make an enquiry

The first step towards optimising your financial position is to make an enquiry with us.

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