Succession Isn’t Just a Legal Task—It’s a Family Responsibility
The most powerful benefit of a comprehensive succession and estate plan isn’t tax efficiency, asset protection, or legal compliance—though you get all of that. It’s peace of mind.
At InterGen, we help regional families build complete, practical plans that ensure their legacy lives on without uncertainty, conflict, or missed opportunities. Because when everything is clear, your family can focus on what really matters.
Why a Complete Succession Plan Matters
Many families start planning too late—or only plan for part of the picture. They write a will, but don’t address business control. They name executors, but don’t prepare them. They make promises, but never put them in writing.
A comprehensive plan ties everything together:
- Business, farm, and property succession
- Estate planning, including wills, powers of attorney, and guardianship
- Dispute prevention and family harmony strategies
- Tax-effective structures and asset protection
- Successor readiness and stakeholder communication
- Contingency planning for incapacity or sudden loss
Without a complete plan, even good intentions can lead to confusion. With one, you gain certainty—and your family gains clarity.
How to Start Your Succession Planning Journey
Starting can feel overwhelming—but it doesn’t have to be.
We guide you through a simple, structured process:
- Discover – We understand your assets, goals, and family situation
- Discuss – We outline your options and highlight potential risks
- Decide – You choose the right strategy for your needs
- Deliver – We implement the legal and practical steps
- Review – We revisit the plan as your circumstances evolve
It all starts with a conversation—one that can change your family’s future.
Regional Families: What You Need to Know
Succession looks different outside the city. Regional families face unique challenges:
- Balancing the needs of farming and non-farming children
- Dealing with family-owned businesses where roles are informal
- Managing land holdings, water rights, or primary production assets
- Navigating regional values, expectations, and family structures
- Limited access to specialised advisors
We live and work in regional Australia. We understand the nuance—and we bring practical, tailored advice that fits your world.
Success Stories & Case Studies
Restructuring a family farm to support two sons—without excluding a daughter
We helped a regional farming family divide ownership fairly and maintain harmony by restructuring assets and creating a hybrid succession model with built-in flexibility.
Preventing a business breakdown between two siblings with no written plan
Two brothers were at odds over their late father’s business. Our mediation process helped them reach agreement on roles, equity, and governance—without going to court.
Protecting an elderly couple from future disputes between stepchildren
We created a blended-family estate plan with clear instructions, independent oversight, and safeguards to minimise the risk of future family provision claims.