Protect and preserve your financial legacy, as well as your sanity and family relationships.

What about transferring business interests?

If your business or investment interests are part of the wealth transition equation, we’ll factor them into the family meeting and discussion we’ll chair on your behalf.

Just like any other form of wealth transfer – from passing on a family property to setting up a trust – an interest in the family business may be appropriate for one beneficiary, but not for another.

We’ll help you navigate the options and develop and implement a robust plan. This includes working with your legal advisers to help you put appropriate legal agreements in place, protecting your wealth in the case of unforeseen circumstances, such as divorce.

Get the balance right. Get in touch.

Whether you’re contemplating how much of your wealth to transfer to your family – and how to go about it – or deciding how to manage wealth you’ve received, we’re here to make the transfer and transition as easy, efficient and enjoyable as possible.

Find out more about how our financial advisers can take the uncertainty and potential for conflict out of transferring family wealth.

Tell us about your plans.

Learn more about family wealth transitions.

Protect and preserve your financial legacy, as well as your sanity and family relationships. Talk to our financial advisers about your situation and goals.

Important Notice: This website contains general information only. It does not take into account your individual objectives, financial situation or needs. Scope Advisory suggest that no person should act specifically based on the information contained herein but should always obtain appropriate professional advice based on their personal circumstances.

Reference to the term no commissions or commission free or similar phrases, applies to new clients. In the case of clients with existing life insurance products, where you have transferred over from another adviser and appointed scope as your advisers, we may receive commission attached to the policy.

Entities trading as Scope Advisory are all authorised representatives of Scope Licensee Services Pty Ltd AFSL 492134 ABN 73 614 728 102. When any of the business partners, within the Scope Advisory group, provide you with financial advice or a financial service, they will provide you with their Financial Services Guide (FSG), and specific Engagement Letters.

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