Pointmade Information

We are an independent boutique advisory company, focused on helping families navigate and transcend the often complex multi-generational dynamics and decisions at the intersection of family, business and ownership. We exist because many families struggle with honest communication, trust, strategy, governance and preparing the next generation for what is to come. Research suggests around two-thirds of all family wealth transitions fail. And half of Australia’s wealthy families have no succession plan. As an objective, independent third party, unequivocally on your side, we facilitate some of the most crucial conversations a family or founder may ever have — whether they are planning for the future, or seeking to resolve the most challenging and pressing of family or ownership issues. We provide support in effecting genuine change to deliver enduring family and business success. Together, we bring decades of relevant, personal experience to the table; as a multi-generation business family, as CEOs and chairs of family businesses and family offices, and as deeply experienced, credentialed family and business advisors. We go where others don’t, even when it is difficult to say or hear. We provide independent counsel, free from any conflicts of interest. Critically, we understand and care about the sensitive and complex challenges families often face because we have walked in our clients’ shoes.