Family Wealth Advisors
Protecting and Preserving Family Wealth Across Generations
Transferring wealth to the next generation is about more than assets – it’s about securing your family’s future and values. At Scion Private Wealth, our experienced family wealth advisors specialise in intergenerational wealth transfer and planning, ensuring that your wealth is protected, structured and passed on in the most effective way.
Whether you want to minimise tax, safeguard assets or leave a lasting legacy, we provide expert guidance to make family wealth transfers smooth, efficient and aligned with your wishes.
The Scion Approach To Ensuring Smooth Family Wealth Transfers
Passing on your wealth to future generations requires careful planning and strategic decision-making. At Scion Private Wealth, our expert financial advisors specialise in intergenerational wealth planning. We can guide you through the process ensuring a smooth and tax-efficient transfer of assets according to your wishes.
Whether you want to protect family wealth, reduce tax liabilities or create a lasting financial legacy, we provide tailored strategies to help you navigate the complexities of intergenerational wealth transfer.
Intergenerational Wealth Transfer Planning That Preserves Your Family Legacy
As trusted family wealth advisors, we take a proactive and structured approach to wealth transfer planning. Our services include:
Estate Planning & Wealth Structuring – We ensure assets are distributed according to your wishes while minimising tax implications.
Trusts & Asset Protection Strategies - We secure wealth for future generations while protecting it from legal and financial risks.
Superannuation & Retirement Planning – We maximise the benefits of superannuation for intergenerational wealth transfer.
By working with our expert advisors, you can ensure your wealth is passed down efficiently and according to your wishes.
Why Choose Scion As Your Family Wealth Advisors?
Intergenerational wealth transfer requires careful planning and a personalised approach. The family wealth advisors at Scion offer:
FAQs About Intergenerational Wealth Transfer
What is intergenerational wealth transfer?
Intergenerational wealth transfer is the process of passing assets, investments and property from one generation to the next, often supported by strategies to protect and grow wealth over time.
Why is intergenerational wealth planning important?
Without proper planning, family wealth transfers can create unnecessary tax burdens, disputes or inefficiencies. Intergenerational financial planning ensures assets are structured and distributed smoothly.
What role do family wealth advisors play?
Family wealth advisors provide specialist guidance in estate planning, trusts, tax efficiency and succession strategies, helping families preserve wealth across multiple generations.
What is wealth transfer planning?
Wealth transfer planning involves creating a strategy for how assets will be passed on, considering tax outcomes, asset protection, family needs and long-term goals.
When should I start planning for intergenerational wealth transfer?
The earlier, the better. Effective planning can begin well before retirement to allow for structuring, investment growth and tax optimisation.
FAQs About Investment Management
What does a financial investment advisor do?
A financial investment advisor provides expert guidance on how to structure, manage and grow your investments. They help design tailored portfolios, monitor performance and adjust strategies in line with your financial goals and risk profile.
How can an investment advisor help me?
An investment advisor can help you identify opportunities, reduce risks, improve diversification and keep your strategy on track. They also provide valuable insights into market conditions and ensure your portfolio is aligned with your retirement or wealth goals.
Is an investment advisor the same as a financial planner?
Not exactly. An investment advisor focuses primarily on managing and growing your investment portfolio, while a financial planner takes a broader approach, looking at your entire financial picture including retirement, tax strategies, estate planning and risk management. Many professionals, like those at Scion Private Wealth, provide both services to ensure your investments and overall financial plan work seamlessly together.
How do I choose a financial investment advisor?
Look for a qualified financial investment advisor with experience, transparent fees, strong communication and a personalised approach. It’s important to choose someone you trust to provide independent and tailored investment advice.