Plan for What’s Next — Without the Stress
You’ve built something valuable — whether it’s a business, a property portfolio, or a legacy of hard work and sacrifice.
However, passing that on doesn’t happen automatically. Without a clear and considered plan, families can face confusion, conflict, and costly legal disputes.
At InterGen, we help regional families and business owners across Australia develop practical, personalised succession plans that work in both expected and unexpected scenarios.
Why Succession Planning Matters
Estate and business succession planning is more than just writing a will. It’s about answering difficult questions with confidence:
- Who will take over if I step back—or if something unexpected happens?
- How do I treat all my children fairly, even if some aren’t in the business?
- What happens if there’s disagreement after I’m gone?
- How do I avoid triggering tax consequences or financial stress?
We work with you to create a legally sound, emotionally intelligent plan that addresses ownership, control, wealth transfer, and family harmony.
We help you:
- Define leadership and ownership succession pathways
- Establish clear roles for children, in-laws, and external stakeholders
- Facilitate family discussions around control, contribution, and compensation
- Protect against disruption due to illness, death, or disagreement
- Ensure successors are supported and the business is future-ready
What’s Included in a Succession Plan?
Every family is different, but most plans cover:
- Wills, powers of attorney, and guardianship documents
- Succession agreements for leadership or ownership transition
- Trust structuring and review
- Buy-sell and shareholder agreements
- Tax-effective strategies to minimise liabilities
- Provisions for blended families or vulnerable beneficiaries
- Contingency planning for death, incapacity, or business disruption
- Guided discussions to align stakeholders and avoid future disputes