FAMILY COUNCIL ADVISORY
Structure, governance and clarity for families whose wealth has outgrown informal decision-making.
Ideal advisory for founder-led and multi-generation families — without the cost of a full Family Office.
Who We Work With
You've built something worth protecting. Now it needs structure.
You’re a founder-led or second-generation family with real, growing complexity — multiple entities, trusts and investment structures. The business has outgrown the kitchen-table conversation. Succession is on the horizon, and keeping everyone aligned is harder than it used to be. You don’t need — or want — the cost and overhead of a full Family Office. You need governance, structure and a trusted independent facilitator in the room.
The Profile, At a Glance
$5M–$50M+
Net Family Wealth
2–4+
Generations Involved
Multi-entity
Trust & Structure Complexity
50+
Founder / Decision-Maker Age
Melbourne
Founder or 2nd-Gen Family
The Challenge
The pressures that build behind the scenes
Four categories of strain we see consistently in families at this stage — often all at once.
Governance
- No clear decision-making framework
- Informal arrangements no longer sufficient
- Active & passive members misaligned
- No forum for structured family decisions
Succession
- Succession timing unclear or avoided
- Next generation not prepared or agreed
- Founder reluctant to step back
- No transition plan for business or wealth
Structure & Tax
- Multiple entities with no oversight hub
- Advisers uncoordinated across disciplines
- Complex trust & tax planning not integrated
- Capital allocation decisions contested
Family Dynamics
- Fear of conflict and avoiding hard decisions
- Misalignment between family members
- Transparency concerns eroding trust
- No mechanism to depersonalise disputes
Our Service
Structure and discipline, without Family Office cost
We sit deliberately between traditional compliance and a full Family Office — governance-first, cost-effective, and built to scale as your family’s complexity grows.
Fees agreed upfront, no surprises — every engagement begins with a clear scope and cost before any work starts.
Foundation, Charter and Council design
A structured 3–6 month phase to build the governance framework, agree the Family Charter, and establish the Council.
Quarterly / annual advisory & oversight
Transaction, succession & dispute support
On-call support for the moments that matter most — liquidity events, succession, and resolving disagreement.
HOW WE WORK
An independent facilitator — not another product-seller
We facilitate — the family retains every decision right
What Families Tell Us They Want
- Clear governance structure for family decisions
- A trusted, independent facilitator — not a product-pusher
- Succession planning with clarity & family buy-in
- Coordinated oversight of tax, structure & estate planning
- A Family Charter to align values, roles & expectations
- Structure & discipline without Full Family Office cost
Fit Check
Is Family Council Advisory right for your family?
This is likely a strong fit
- Family wealth of $5M+, held across multiple entities
- Genuine appetite for structured governance
- Openness to bringing other family members into decisions
- Wants strategic advisory, not compliance alone
- 2–5 years out from a planned succession or exit event
- Currently juggling multiple, uncoordinated advisers
Probably not the right fit
- Family wealth under $4.5M, or a single simple entity
- No genuine appetite for structured governance
- Family conflict too entrenched — legal intervention needed
- Seeking investment management rather than governance
- Founder unwilling to involve other family members
- Wants compliance only, resistant to strategic advisory
Let’s Start The Conversation
Your family has built something worth governing well.
If informal decision-making no longer fits your family’s complexity, we’d welcome the chance to talk. A first conversation is about understanding your family’s situation — not a sales pitch.