Ascent Private Wealth

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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

 

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Ascent Private Wealth PTY LTD as trustee for the Ascent Private Wealth Unit Trust ABN 63 112 123 742 Authorised Representative of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee, 230 690, Registered Office 105-153 Miller Street, North Sydney NSW 2060.