Succession Planning Hawthorn, Melbourne

Succession Planning can be a daunting topic. The succession planning advisers at Hawthorn based Ascent Private Wealth understand this and want to ensure you have a smooth transition of assets from one generation to the next. By putting the correct structures in place, you can ensure that your loved ones are effectively looked after financially.

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Successful transitions can sometimes take years of succession planning to implement. Research tells us that only 30% of family businesses survive into the second generation, 12% into the third and 3% into the fourth. Ascent Private Wealth can assist you with:

  • Management succession
  • Ownership succession
  • Leadership succession