Family Wealth Planning

When it comes to preserving and transferring family wealth, the stakes are both high and deeply personal. That’s why it’s critical to approach family wealth planning with the utmost diligence, starting sooner rather than later.

Navigating the complexities of financial legacies requires a thoughtful strategy, one that not only secures a family’s future but also considers the individual interests and potential implications for each member involved.

At Evalesco we understand that managing and transferring family wealth is more than just numbers, it’s about the legacy and future you create for your loved ones. Serving the Sydney community and beyond, our bespoke family wealth planning services are designed to provide peace of mind for individuals who are ready to lay a strong financial foundation for generations to come.

Why Early Planning Matters

The best time to plan for the future is now. Starting your family wealth planning early ensures that:

Our Family Wealth Planning Services - A Holistic Approach

At Evalesco we understand that your financial well-being is about more than just investments and savings, it’s about securing the future for you and your loved ones. That’s why we take a holistic approach to finance, offering comprehensive family wealth planning services to ensure your legacy thrives across generations.

We believe in preserving the unity of your family and securing your legacy. Our comprehensive planning covers:
● Conflict resolution
● Seamless business succession
● Estate planning
● Investment structuring
● Philanthropic governance
● Strategic tax planning

With Evalesco as your financial ally, navigating through potential issues becomes effortless. Our conflict resolution services pave the way for consensus and harmonious decision-making.

Empowering families with the knowledge to manage and expand their wealth is at the heart of what we do. We provide financial education to equip the next generation with the skills needed for effective wealth management.

Our dedicated team of experts not only looks at the bigger picture but listens to your personal stories, weaving them into a financial strategy that suits your individual goals and dreams.
With Evalesco, you’re not just planning for the future, you’re creating a stronghold of stability and prosperity for your family.

Our Commitment to You

Our financial experts are dedicated to understanding your family’s individual goals and concerns, ensuring personalised strategies for everyone’s needs. Focusing on your wealth transfer objectives, we offer comprehensive financial planning and smart tax solutions designed to secure your family’s future.

How Evalesco delivers:


A family wealth plan is not merely a financial strategy, it’s a roadmap for your family’s future well-being and legacy. In essence, it’s a comprehensive approach that aligns your financial goals with the values you cherish and the dreams you harbour for your loved ones. Crafted with meticulous attention, a family wealth plan encompasses investment management, estate planning, tax strategies, and, importantly, the guardianship of your wealth across generations. By entrusting Evalesco to forge your family wealth plan, you’re taking a decisive step towards securing a prosperous and stable financial future, ensuring that your legacy thrives and supports the aspirations of your family for years to come.

Creating a family wealth plan isn’t just about securing your own future, it’s about setting up a legacy for the generations to come. It’s the roadmap for maintaining family financial health, and a critical tool for navigating life’s unpredictable twists.

With a comprehensive wealth plan, you can align your financial goals with your life values, ensuring that your family is prepared for every eventuality, from education costs to retirement. It provides a clear strategy for wealth accumulation, protection, and transfer, simplifying complex financial decisions and giving you peace of mind. At its core, a family wealth plan isn’t just about the numbers in your bank account, it’s about ensuring the well-being of your loved ones for years to come.

Planning for your family’s future is a profound act of love and responsibility. To ensure your family is financially secure even in your absence, there are several strategies you can put in place.

One effective way is establishing a life insurance policy, which can provide financial support for your loved ones when you’re no longer there to do so. It’s also wise to invest in a well-rounded estate plan, including a will or trust, to manage the distribution of your assets. Additionally, setting aside funds in savings or investment accounts designated for future family needs can offer added peace of mind.

Keep in mind that each family’s situation is unique, so working with a financial adviser can help tailor a plan that aligns with your specific goals and provides the ultimate support for your family.

When thinking about the legacy we wish to leave behind, it’s not just a matter of financial wealth, but the imprints we instil within the lives we touch and the values we champion.

At Evalesco our expertise as financial advisers is not only to ensure that your estate is wisely managed and distributed according to your desires but also to help you crystallise a vision that embodies your life’s work and passions.

Whether it’s providing for loved ones, supporting causes dear to your heart, or fostering a culture of philanthropy, your legacy is a combination of your commitments and beliefs. Together, we can craft a strategy that reflects not only your financial ambitions but also the enduring mark you aspire to leave on the world.

Crafting a legacy that reflects your life’s work and passions is a profound undertaking, and having a financial adviser by your side can turn this vision into a reality. Your adviser serves as a strategic ally, guiding you through the complex process of estate planning, tax implications, and charitable giving. They are not just experts in wealth management; they are custodians of your future legacy.

By analysing your financial situation and understanding your long-term objectives, your adviser can tailor a plan that ensures your wealth is distributed according to your wishes, ultimately preserving your legacy for generations to come. Whether it’s setting up trusts, advising on will preparations, or facilitating discussions with your loved ones, your adviser is there to bring clarity and confidence to your legacy planning.

When considering the complexities of family wealth planning, it’s natural to wonder whether you need to involve your whole family in discussions with your financial adviser. The short answer is that while it’s not mandatory, it can be incredibly beneficial. Involving your family ensures that everyone’s financial goals and concerns are addressed, fostering a cohesive strategy for your collective future.

At Evalesco our approach is to create an open and transparent dialogue with you and your loved ones, paving the way for a financial plan that aligns with your family’s values and aspirations. This inclusive process not only empowers each family member but also strengthens the bond you share, underpinning a legacy that is both prosperous and enduring.

When it comes to safeguarding your family’s financial future, the importance of early and meticulous family wealth planning cannot be overstated. It’s much more than just a protective measure, it’s a fundamental strategy that requires careful consideration and prudent decision-making.

By initiating these plans well in advance, you can assess and carefully manoeuvre through any potential complications. This ensures that the wealth you’ve diligently accumulated benefits your loved ones just as you intended.

Planning for the future doesn’t have to be complex or daunting. At Evalesco our dedicated team specialises in designing family wealth plans that embody your personal ideals and ensure enduring support for your relatives. Seamlessly integrating comprehensive strategies, conflict mediation, and educational insights for lasting prosperity, we’re committed to devising a custom family wealth plan to safeguard and perpetuate your heritage.

With Evalesco you’re not just planning for the future, you’re establishing a foundation that echoes your principles and provides for your family for generations. Discover a tailored approach to family wealth management that honours your life’s work.

Contact one of our dedicated advisers today and start the conversation that will shape your legacy.