Family Business Solutions

Supporting legacy, leadership, and long-term success for family-run businesses.

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Balance Business & Family

Running a family business is rewarding but it also comes with unique challenges. From succession planning and governance to conflict resolution and growth strategy, our Family Business Solutions are designed to support both your business goals and family values. We help ensure a strong foundation for current operations and future generations.

HOW WE WORK

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Succession Planning

Transitioning leadership within a family business takes more than just paperwork. We provide structured succession planning that aligns family goals with business continuity, helping you prepare successors, define roles, and avoid conflicts ensuring your legacy is in safe, capable, and experienced hands for the future.

Business Governance & Structure

Clear governance is critical to keeping operations and relationships on track. We assist in setting up business structures, decision-making protocols, and family charters that create transparency, accountability, and long-term stability across generations, teams, and operational departments in your business.

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Strategic Growth Advisory

We help family businesses scale strategically with a focus on sustainability. From market expansion to operational efficiency, we offer insights tailored to family-owned enterprises that want to evolve while protecting their core values, team unity, and intergenerational leadership commitments.

Conflict Management & Mediation

Disputes are natural in any business, especially within family dynamics. Our advisors provide neutral guidance and mediation services to resolve internal issues constructively and professionally, keeping both business performance and family relationships intact, respectful, and positively aligned over time.

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Next-Generation Engagement

Preparing the next generation to lead is vital for continuity. We assist with leadership development, role planning, and mentoring strategies to empower future leaders while maintaining harmony, shared understanding, and respect for founding members and past achievements.

Why Choose US

Family-Focused Approach

We understand the emotional and financial layers of family business. Our advice balances business performance with family harmony, ensuring both aspects are considered thoughtfully in every conversation and important decision.

Tailored Solutions

No two family businesses are the same. We create custom strategies based on your goals, generational dynamics, and growth potential, ensuring practical outcomes aligned with your values and long-term vision for success.

Proven Expertise

With over 30 years of experience, we’ve helped countless family businesses navigate challenges, plan succession, and thrive through change across a wide range of industries, sectors, and leadership transitions.

Confidential & Trustworthy

Family matters stay private. You can count on our discretion, professionalism, and ethical approach to sensitive conversations and decisions involving family members, finances, and legacy-based planning discussions.

Local Presence

As a trusted advisor with offices in Lilydale, Dandenong, and the CBD, we bring local insights to help family businesses grow successfully in Melbourne’s competitive, diverse, and ever-evolving business environment.

SIMPLE & COMPLEX TAX SOLUTIONS

BOOKKEEPING & PAYROLL

SELF MANAGED SUPER FUNDS

STARTING A NEW BUSINESS

PROPERTY INVESTMENT

FAMILY BUSINESS SOLUTIONS

BUYING OR SELLING A BUSINESS

SMALL TO MEDIUM BUSINESS ADVISORY

FREQUENTLY ASKED QUESTIONS

What are family business solutions?

How do you help with succession planning?

What is family business governance?

Can you assist with family business conflict resolution?

Why is wealth management important in a family business?

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TASC provides a one-stop solution for all your needs. Our associates, Wise Financial Advisors are able to provide comprehensive financial planning services.

Offices

Melbourne

Level 27, 101 Collins Street,
Melbourne, Vic 3000

03 9793 9813

Lilydale

Unit 1/34 Hightech Place,
Lilydale, Vic 3140

03 9793 9813

Dandenong

18 Mason Street,
Dandenong VIC 3175

03 9793 9813

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