Knowledge Centre

Family Business

  • Ensuring business continuity

    Building your family business is a rewarding career, with many fantastic benefits. But, naturally, there will come a time when you begin thinking about stepping back from your business, transitioning out of your leadership role, and passing the reins to…

  • Preparing for your retirement

    Retirement is something you’ve worked your entire life for. It’s your time to sit back, take stock of everything you’ve achieved in your working life, and to relax. But for some—family business owners in particular—the prospect of retiring after a…

  • Succession planning isn’t the end—it’s the beginning

    When it comes to succession planning, many challenges family business owners face stem from the fact that the next stage of their life is unknown. There’s a reluctance to hand over the reins because they simply don’t know what’s coming….

  • “Are you ready?”

    The importance of having the right team of experts on your side. Life is unpredictable. You may think there’s still time to make plans for your business, to put things in order for your retirement—but significant life changes can happen…

  • Valuable money lessons to teach your kids

    There are many resources available to help parents talk about money with their kids, yet many parents still find it challenging. Many parents do not know how to talk to their children about money, what they should be saying, and…

  • Planning for wealth

    Most family business leaders feel the weight and burden of being the key decision maker of personal wealth decisions and largely feel unsupported in this role. In this paper I outline the key financial challenges and family considerations that can…

  • Special Report for Family Business

    We’ve spoken with family business owners and specialist family business advisors across both Australia and the US to uncover the most pressing issues facing you today.

  • 5 Reasons to Make Philanthropy a Family Affair

    A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organisations that are near and dear to their hearts. Many business owners already make regular charitable contributions. Once you become successful,…

  • Life wasn’t meant to be easy – but this plan will help!

    Family Business Owners live in fear of being the sinking ship. What happens to them, and their family if they are the one who brings their business down? There is one easy solution that can help them plan through a…

  • What do Business Owners with a family often neglect?

    The lives of our clients are particularly complex. Putting together a plan that simplifies matters is so important. It will reduce uncertainty and help maintain your lifestyle. It will also remove a lot of stress from your life. We met…

  • Enjoy the fruits of working life Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice. Dr. Kevin Adams Self Funded Retiree
  • Professional practice to be admired Joe & James' professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques. Dr. Elspeth Mckay Associate Professor
  • Personal advice for complex lives Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Paul Marsh - Principal P2 Group - Business Owner
  • Family centered advice We have moved our investments from being a private client with a major bank to Stephan Independent Advisory in 2018. Since this move, we have been surprised at the depth of understanding encountered from Joe and James about our future plans and their ability to comprehend exactly what we wish to achieve. Mr Graham and Mrs Judith McKnight Self Funded Retirees
  • Values aligning with our own Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established. Mr John and Dr Kim Watty Self Funded Retirees

Thinking
about a second
Opinion?

Independent
Opinion
Service

SCHEDULE
A 15 MIN
PHONE CALL
Stephan Independent Advisory
Private Wealth Management
Suite 506, 1 Princess Street, Kew VIC 3101