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 be a roadblock in transitioning from business success to enduring financial success.
I will then walk you through a structure which ensures the wealth management needs of your family are addressed comprehensively.
Director, Stephan Independent Advisory
Joe Stephan graduated in 2002 with a Bachelor of Business (Fin Plan) under the tutelage of his father (Program Leader of Financial Planning at RMIT University).
You will hear Joe bandy about the idea of “pure financial advice”, which is given objectively and focused around the needs of individual and not the internal needs of the business providing advice.
Joe is realising his vision every day through his Independent Advice Firm which he owns and operates with his brother James. Joe also spends a portion of his time teaching tomorrow’s Financial Planners at various Melbourne Universities including RMIT & LA Trobe.