How I can help

Six situations clients bring to me.

Each of them tends to sit at the meeting point of family, wealth, property and business, which is exactly where consequences get missed.

01
Family, wealth & succession

Families often face difficult decisions involving wealth, succession, inheritance and changing family circumstances.

I help individuals and families step back from the immediate issue and consider the wider picture, including the effect a decision may have on relationships, wealth and future generations.

02
Business & corporate decisions

Business owners regularly face decisions with consequences far beyond the immediate transaction.

Drawing on four decades of corporate and commercial work, including contracts, agreements and the buying and selling of companies, I offer an independent view on significant business decisions.

03
Family-owned businesses

Ownership, management, succession and family relationships tend to become closely intertwined in a family business.

I help owners and their families think these questions through, particularly when preparing for succession, considering a sale, or working through differences between family members.

04
Property & significant assets

Property is usually tied to family wealth, succession and personal relationships all at once.

I provide an independent perspective on major property and asset decisions, so the commercial, family and long-term implications are considered before a commitment is made.

05
Major life transitions

Divorce, separation, inheritance, retirement, the sale of a business and succession are all turning points.

I help individuals and families move through them with more clarity and foresight, and fewer surprises later.

06
The strategic second opinion

Sometimes a client already has capable advisers but wants someone experienced to step back and look at the whole picture.

A strategic second opinion helps identify the questions that matter, anticipate consequences, and prepare for a more productive discussion with existing advisers.

Who I help

The people who tend to find this useful.

Business owners and entrepreneurs

Facing major transactions, a business sale, succession or retirement.

Families and family businesses

Navigating ownership, succession, intergenerational wealth and family dynamics.

Individuals and families

Facing significant personal, property, inheritance or life transitions.

Clients seeking an independent view

Those who already have professional advisers but would benefit from someone experienced stepping back to consider the bigger picture.

Not sure which of these fits?

Most situations do not arrive neatly labelled. Describe what you are facing and we can work out together whether an independent perspective would help.

Arrange a confidential conversation