Our Multi-Generational Advice services extend over and above simple wealth management. We delve into your family’s financial landscape to provide a clear and accurate picture of your wealth across generations. By identifying potential opportunities and areas for improvement, we help optimise your financial strategies and ensure compliance with regulatory standards. Our tailored multi-generational advice is designed to meet your specific needs, offering valuable insights that support better financial decisions and secure your family’s financial future. With our expert guidance, you can confidently navigate the complexities of multi-generational wealth management and build a lasting legacy.
Effective multi-generational planning is crucial for preserving family wealth and ensuring its growth and sustainability over time. It involves addressing complex financial, legal, and personal issues that can impact the well-being of future generations. Our Multi-Generational Advice services help families navigate these challenges, providing the expertise and strategic planning needed to achieve their long-term goals. By planning ahead, families can mitigate risks, reduce tax liabilities, and ensure a lasting legacy.
Walker Wayland offers a comprehensive range of Multi-Generational Advice services tailored to meet the unique needs of families:
Estate Planning: Assistance with creating and implementing estate plans that ensure your assets are distributed according to your wishes and in the most tax-efficient manner.
Succession Planning: Strategic advice to facilitate the smooth transition of family businesses and wealth to the next generation.
Wealth Preservation: Development of strategies to protect family wealth from potential risks, including asset protection and risk management.
Investment Management: Personalised investment strategies to grow and preserve family wealth, tailored to your risk tolerance and financial objectives.
Philanthropic Planning: Guidance on charitable giving and the establishment of family foundations or trusts to support your philanthropic goals.
Tax Planning: Expert advice on tax-efficient wealth transfer strategies to minimise tax liabilities for future generations.
Family Governance: Development of family governance structures and processes to manage family wealth and decision-making effectively.
Education and Communication: Programs to educate family members about financial management, wealth preservation, and the responsibilities of wealth.
When you choose Walker Wayland for your multi-generational planning needs, you can expect:
Experienced Advisors: Our team of advisors brings extensive knowledge and experience in multi-generational planning, ensuring you receive expert and reliable advice.
Personalised Service: We take the time to understand your family’s unique dynamics, goals, and challenges, providing customized solutions that meet your specific needs.
Holistic Approach: We offer comprehensive services that cover all aspects of multi-generational planning, ensuring a coordinated and integrated strategy.
Long-Term Focus: Our advice is geared towards ensuring the long-term preservation and growth of your family’s wealth, with a focus on creating a lasting legacy.
Clear Communication: We build strong relationships with our clients, ensuring regular updates and transparent communication about your family’s financial plans.
Proactive Planning: We stay ahead of regulatory changes and market trends, offering proactive advice to help you adapt and thrive in a changing environment.
Exciting Announcement: 2025 Walker Wayland Annual Conference in Perth, Western Australia We are delighted to share some exciting news with
The Walker Wayland Australasia Board is pleased to announce that Blacklock Rose Limited has joined WWA, as a Boutique Member. Blacklock Rose
Cally is a Director at YBM, based in the Central West of NSW. She has deep roots in the region.
We offer a wide range of professional services including, but not limited to, accounting, auditing, tax planning, and business advisory. Navigate to our Services section to find out more about our services.
You can contact us by phone at +61 400 222 428 or email us at [email protected]
We specialise in serving clients from various industries including manufacturing, retail, healthcare, and professional services. View our industries here.
Yes, we provide consulting services to help businesses improve their operations, increase efficiency, and achieve growth.
We have offices located throughout Australia and New Zealand. Please visit our Member Firms page here.
To become a member of Walker Wayland, please visit our Membership page for detailed information on the application process and benefits. There, you’ll find all the necessary steps to join our professional community, including eligibility requirements and how to submit your expression of interest.
