Practical Support for Families in Business Together
Running a family business offers unique rewards, and unique challenges. At Sandstone Advisory, we help families across Australia manage the intersection of business, relationships, and long-term planning. Whether you’re navigating growth, succession, or governance, we provide thoughtful, objective support to help you work together with confidence.
Why Choose Family Business Advisory?
Family dynamics and business goals don’t always move in sync. Our advisory services provide clarity, structure, and strategy so you can:
- Make decisions that protect relationships and business value
- Align personal goals with long-term business outcomes
- Build a plan for ownership, leadership, or generational transition
- Reduce conflict and support ongoing family communication
Sandstone Advisory: Your Trusted Outside Voice
Our role is to offer practical advice, grounded in business insight and delivered with empathy. We help families move forward collaboratively while protecting the business and the people behind it.
- Virtual Support: Access expert guidance anywhere in Australia.
- Independent Perspective: We’re a neutral, professional sounding board.
- Long-Term Focus: Helping families plan for growth and generational change.
- Customised Advice: Every family is different; we tailor our support accordingly.
Our Family Business Advisory Services Include:
We support a broad range of family business needs, from everyday management to major transitions.
- Succession Planning: Structuring handovers with fairness, clarity, and tax efficiency.
- Governance Development: Helping you set up family councils, advisory boards, or decision protocols.
- Ownership & Role Clarity: Defining who does what, and why.
- Conflict Management: Offering tools and frameworks to prevent and resolve disputes.
- Strategic Planning: Aligning business direction with family values and personal priorities.
- Intergenerational Wealth Planning: Supporting long-term asset protection and legacy planning.
Common Family Business Challenges We Address
- Unequal contributions vs. equal ownership
- Blurring of business and personal finances
- Tensions between older and younger generations
- Unclear succession or exit plans
- Lack of formal decision-making processes
Building Stronger Family Businesses
We help you establish the structures, conversations, and shared understanding that support lasting success.
- Create family charters or values statements
- Formalise employment and remuneration policies
- Plan for contingencies such as death, divorce, or disability
- Identify leadership development pathways for the next generation
Our Approach: Structured, Supportive, Respectful
- Discovery Session: Understand your family dynamics, business structure, and key concerns.
- Needs Assessment: Identify immediate challenges and future planning gaps.
- Advisory Planning: Develop tailored frameworks, meeting structures, or transition plans.
- Implementation Support: Guide you through execution, with check-ins as needed.
- Long-Term Support: Stay available for reviews, updates, and future planning.
Start the Conversation
Running a family business doesn’t have to mean sacrificing family harmony. Sandstone Advisory is here to help you work better together, protect your shared legacy, and plan with purpose. Book a confidential consultation today.