Murray Palmer
Personal knowledge and experience in the complex issues surrounding families and wealth.
Most families are at risk of unsuccessfully passing on their culture, values, knowledge and wealth.
I can help families and their advisors navigate the issues.
MY OFFERING TO YOU OR YOUR CLIENT
- + Independence – Unbiased sharing and family navigation
- + Capability – Personal experience and skills in families and business
- + Resources – National and international links, knowledge and education
- + Single Point – Efficient coordination of all services or special projects
- + Cost – Reasonable
- = Impact – Risk reduction, family and enterprise continuity
HOW I CAN HELP REDUCE RISK
- Planning – Strategic + Transition + Succession + Continuity
- Family – Governance + Communication + Education + Legacy + Family Glue
- Operations – Business management + Family Office + Finance + Philanthropy
- Service Providers – In-house education for staff and clients
WHO I AM
- I believe that family enterprises can survive only if they are well prepared.
- I established our family office in 2004 while living in the USA, re-locating to Sydney in 2009.
- I have studied the issues, being fortunate to learn current thinking and best practices directly from thought leaders, the industry’s foremost professionals and many families in the USA, Canada, Europe, New Zealand and Australia.
- I also have 26 years of commercial and professional business experience
Family Enterprise Strategy Consulting
Suite 14 MacMillan Court, 13 Avalon Parade, Avalon, NSW, AUSTRALIA 2107
Resources
Sites
Sites
Sites
Family Office Exchange www.familyoffice.com
Private Wealth Network www.dealersgroup.com.au
Books
Sites
Sites
Family Wealth - Keeping it in the family, James E. Hughes, Jr.(Bloomberg)
Family - The compact among generations, James E. Hughes, Jr.(Bloomberg)
Generation to Generation, Gersick, Davis, Hampton, Lansberg (HBS Press)
Succeeding Generations, Lansberg (HBS Press)
Family Legacy and Leadership, Daniell and Hamilton (Wiley)
Stewardship in Your Family Enterprise, Dennis T. Jaffe, Ph.D (Pioneer)
Children of Paradise, Lee Hausner (Plaza Press)
Perpetuating the Family Business - 50 Lessons Learned, John L. Ward (Palgrave)
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