Business succession
Our experts explore what business owners and high-net-worth individuals need to know about succession planning in Australia, including essential legal structures, how buy-sell agreements can protect business continuity, the role of family offices in managing intergenerational wealth and more.
Listen to full episodes of Smarter Lawcast with Hall & Wilcox on Spotify, Apple Podcasts, Castbox and Youtube.
Succession planning for family businesses: family offices, boards and values podcast
Erin Brown and Emma Woolley discuss the role of the family office in succession planning, including trends in family governance, how families can prevent future conflict and why documenting values and preparing the next generation is key to preserving wealth and purpose across generations.
Succession planning: do you hold your business interests together with third parties?
Erin Brown and Jacqui Barrett discuss the transition of directly held businesses and why it is vital to plan for the transition of your business, whether to ensure a smooth transfer of wealth and control to the next generation or to avoid an unexpected business partner in case of an unplanned death or total and permanent disability. Putting in place planning tools, such as buy sell deeds and shareholder agreements can help ensure continuity and stability.
Succession planning for business owners and families: fundamentals and foundations
Erin Brown and James Whiley discuss the fundamentals of business succession planning, including why a structured plan matters, how different business structures impact succession and the key documents and strategies that help business owners protect continuity, preserve family harmony and plan for the unexpected.
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