Family Succession & Trustee Services

Peace of mind

We guide families through the critical considerations and requirements involved in successfully transferring their wealth to future generations or establishing a legacy for the charitable causes closest to their hearts.

Supporting families to have a robust plan for the future

Succession planning can undoubtedly feel overwhelming. Too often, we encounter accounts of unsuccessful wealth transitions. Complex ownership structures, ambiguous intentions and limited or absent communication can breed uncertainty and confusion, frequently during periods of heightened emotional stress.

Yet when approached properly, succession planning offers an opportunity to reflect on what truly matters and create a roadmap for providing for the people and charitable purposes that are dearest to the heart. Importantly, it enables this to be accomplished in a way that is consistent with an individual's or a family's values.

At Sage Stone, our extensive experience working with numerous families across many generations, combined with our holistic perspective and deep understanding of each family's unique circumstances, delivers peace of mind and the ability to concentrate on what matters most.

The highest degree of integrity and fiduciary care

The role of attorneys, executors and trustees in managing wealth transfers effectively cannot be overstated. Sage Stone is uniquely positioned to help families successfully transition wealth, providing guidance and oversight to ensure assets are conveyed in accordance with their wishes in an orderly, independent and tax-efficient manner.

As one of a select few licensed private sector Trustee service providers in Australia, Sage Stone can be appointed as executor, trustee or attorney on a client's behalf. In this capacity, we are supported by our in-house team of Agribusiness, Property, Tax, Accounting and Wealth Management experts to provide counsel, ensuring assets are managed and transitioned appropriately.

Licensed Trustee Services is a tightly regulated offering in which we are held to an elevated standard through strong governance and a rigorous, best practice approach.

Our Experts