HOW WE CAN HELP YOU
Intergenerational Wealth Planning
Australia is witnessing one of the largest intergenerational wealth transfers in history. Secure your family’s future with a measured and strategic approach to transferring your wealth.
At Strategem, we understand that intergenerational wealth is about more than just managing assets. It’s about creating a lasting legacy, educating the next generation, and ensuring that your family’s financial security is protected for years to come.
Australia is on the cusp of one of the largest wealth transfers in history, with Baby Boomers set to pass on more than $3.5 trillion to the next generation over the coming decades. This monumental shift in wealth presents both opportunities and challenges for families. Are you and your loved ones prepared to manage, protect, and grow this wealth to secure your family’s financial future?
Without a well-thought-out strategy, families risk losing significant portions of their wealth to taxes, poor financial management, or unprepared heirs. Our approach ensures that your family is equipped with the knowledge and structures necessary to secure your wealth across generations while preserving what matters most—your family’s values, stories, and long-term security.
Your Intergenerational Wealth Strategy
At Strategem, we understand that family dynamics and financial goals are deeply personal and unique.
The transfer of wealth between generations requires careful planning to ensure it aligns with your family’s values and future aspirations.
Our suite of services is designed to provide tailored solutions for every family. Whether you're navigating the transition of wealth, managing business succession, or preparing the next generation to take financial responsibility, we provide expert guidance to help secure your family's future across generations.
SCROLL DOWN TO SEE HOW WE CAN SUPPORT YOU
Planning for a Smooth Transfer of Wealth
As a parent or grandparent, ensuring that your wealth is transferred smoothly and effectively to the next generation is likely a top priority. Without a structured plan, wealth can be eroded by taxes, fees, and poor financial decisions.
01
-
Our intergenerational wealth planning services are designed to:
Minimise tax implications and legal fees associated with wealth transfers.
Help you structure your estate to provide for your children and grandchildren.
Ensure your wealth continues to grow through smart investments and asset management.
Educate your children on managing their inheritance responsibly.
Involving the Next Generation in Financial Decisions
Educating the next generation is key to ensuring your family’s wealth continues to flourish. Too often, families fail to engage their children in the financial planning process, leading to poor management and lost opportunities.
02
-
We can help you:
Introduce your children to the world of financial management and wealth creation.
We offer workshops and personal consultations designed to help the next generation understand investing, budgeting, and responsible financial stewardship.
Develop strategies for long-term wealth growth that your children can easily manage.
Preserving Your Legacy Beyond Finances
Your legacy is about more than just money—it’s about your values, stories, and the impact you leave behind. We believe in helping families preserve this legacy by combining financial planning with personal legacy development.
03
-
Here’s how we support your legacy:
Develop estate and succession plans that go beyond finances, ensuring your values and wishes are passed on.
Structure your estate to protect assets and maximise what your family receives.
Create lasting legacies by helping you pass down family stories, traditions, and values alongside financial wealth.
Business Succession Planning
If you own a family business, ensuring a smooth transition is crucial. Often, the next generation may be unprepared or unwilling to take over. Our business succession planning services focus on ensuring your business’s success, even if the next generation chooses a different path.
04
-
We can help you:
Develop a succession plan that transitions leadership and ownership smoothly.
Prepare your children to take over, or explore selling or bringing in external leadership.
Minimise taxes and fees that could impact the sale or transfer of your business.
Balancing Wealth and Debt for Long-Term Success
Managing wealth doesn’t just mean building assets—it’s about finding the right balance between investments and debt. Many families focus on property ownership at the expense of liquidity, making it harder to maintain financial flexibility.
05
-
Our investment strategy services help you:
Build a diversified portfolio that balances risk and reward.
Maintain liquidity for future opportunities while managing existing debts.
Develop investment strategies that allow your wealth to grow without overextending.
Navigating Government Entitlements and Risks
Intergenerational wealth planning involves more than passing down assets. You need to be aware of government entitlements and how they can benefit your family, as well as the risks involved in wealth transfer, such as elder abuse and poor financial management.
06
-
We help families:
Maximise government benefits and entitlements, ensuring your family receives all the support available.
Protect against elder abuse and ensure your wealth is managed ethically and responsibly.
Conduct regular reviews of your financial plans to adapt to changes and avoid risks.
HEAR IT FROM OUR CLIENTS
Let’s Secure Your Family’s Future Together
At Strategem, we specialise in helping families create lasting legacies and secure their financial future across generations. Whether you need to educate the next generation, protect your business, or plan for the smooth transfer of wealth, our expert advisors are here to guide you every step of the way.
Book a free 15-minute chat with Kris Tatt, our intergenerational wealth expert, and start building a plan that ensures your family’s wealth, legacy, and values are preserved for generations to come.
Take the First Step Towards Securing Your Family’s Future
Whether you're planning for the smooth transfer of assets, preparing the next generation, or protecting your family’s legacy, our team is here to help.
Fill out the form below to get in touch with one of our expert advisors. We’ll work with you to create a tailored strategy that meets your family's unique needs and ensures financial security for generations to come.
