Family Wealth Protection
KSG has been providing accounting, taxation and audit services on Sydney’s North Shore for 15 years. Our highly specialised team has a wealth of knowledge and qualifications including registered tax agents, registered company auditors and registered SMSF auditors.
With families, we’re financial psychologists
Family businesses are a reflection of the families who run them. They can be drama-filled and conflicted (yet still very successful) or they can be harmonious and equally successful.
At KSG, we help families manage their wealth by taking on the role of the trusted “relative” who can provide sage advice through both good times and bad. Nobody loves, fights and argues like a family. That’s human nature. And if a business is to survive and thrive from generation to generation, then nothing helps more than an independent and respected guiding hand beside the helm.
We like to think we’re financial psychologists. We get to know each and every member of the family business. We ask the difficult and personal questions to get clarity on both the enterprise and the ambitions of those involved. Then we set about structuring or restructuring the business and its participants to build a future legacy and success story. Wether you’re a small family business or a hugely successful empire, KSG can offer as many or as few of these services are you require:
- Investment assessments
- Financial planning
- Tax planning
- Family trusts
- Succession planning
- Estate planning
- Education/wealth inheritance
Managing a family’s businesses and wealth carries a great deal of responsibility. Your children’s and your grandchildren’s lives, to a large extent, are dependent on you and your decisions. Take comfort in having KSG as your voice of financial reason.