Managing your family wealth over the generations

Families who have amassed significant wealth often require more complex financial strategies. Whether this is protecting and building greater wealth or passing the wealth through the family generations, there are many benefits of having an established and trusted team of professionals to help manage and oversee the private affairs of your family.

Future proof for generations to come

Whether you have a family business, have sold a business or accumulated wealth in other ways it’s important to have a team of advisors at hand to help with the family and business financial needs. We cater for the complex needs of wealthy families and successful business owners.

We help to:
Manage financial needs and investments for your family members
Provide trusted and reliable advice across the family generations
Sustain and enhance wealth over the years
Guiding families through the generations
Preserving the family values and legacy
Philanthropic planning
Transition of wealth

Why Leenane Templeton?

Leenane Templeton is an established and trusted business which aims to be around for generations to come. The main advantages are:

Longevity in the business and team, with many employees having been in the business for 10 – 20 years
Highly qualified and specialist advisors dealing in complex financial issues
A wide range of skilled advisors from Financial Advisors, SMSF Specialists, Chartered Accountants, Chartered Tax Advisors, Business Advisors
A main point of contact, usually a senior advisor or partner
Privacy, confidence and confidentiality

Succession planning

As a business owner there are many issues and considerations with succession planning. Transitioning a family-owned business to next generations needs careful planning and advice, from protecting wealth to ensuring the business is well managed. Our advisors are at hand to help with the initial and ongoing advice needed.

Philanthropic services

Our financial and wealth advice extends far beyond helping you and your family manage your wealth. At the core of Leenane Templeton values we also believe in the gift of giving. Our philanthropic service helps with strategic advice to support our compassionate clients, their families and businesses through charitable giving.

We work with you to identify where your philanthropic passions are, how much you wish to give and how to start. We also help to work through the challenges as well as a range of strategies, for example to identify:

Your vision
Your plan & implementation
Best structure
Level of involvement
Employee/family engagement
Tax optimisation
Investment advisory
Distributions
Establishment & administration of charitable trusts
Financial compliance
Administration
Managing investment portfolios within trusts
Legacies

Leenane Templeton have an extensive range of experience within philanthropic services and can work with you to achieve your goals.

Contact our team today (02) 4926 2300

    Financial advice when you need it.

    Lonsdale

    Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of Lonsdale Financial Group Limited. Australian Financial Services Licence Number 246934, ABN 76 006 637 225.

    Call our team for a chat about your needs.