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Family Stewardship

The complexities of significant wealth extend far beyond financial issues.

Wealth rarely survives three generations.

Flourishing families must plan for and overcome significant challenges.

Communication, trust, purpose, vision and education are critical issues.

Our multi-award-winning 'All About You' process will help your family thrive - one decision at a time.

 

Create better

Imagine what could happen if you optimised your business, finances, health and family relationships?

As a client, you'll experience something rare and wonderful.  All about feelings not numbers.

Whilst traditional wealth managers go backward, AES go 150 years forward.

Whether you are concerned about succession planning or securing your family's future a conversation our team will help start your journey.

We'll help you prepare for what matters to you.

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3 steps to living the life you want

Understand what's important to you

Understand what's important to you

We'll help you clearly articulate your intentions, goals, and priorities, so your resources are working towards the life you want.

Plan in a dynamic way

Plan in a dynamic way

Once our team have a clear understanding of what you want your money to accomplish, we identify possible glide-paths to achieve the life you want to live.

Personalised implementation

Personalised implementation

Life is unpredictable and success comes when you engage regularly to adapt your plan.

Feel confident about your future

How you may feel before

How you may feel before

How you'll feel after

How you'll feel after

Ready to start the conversation?

We'll call, learn about you and help you decide if we're a good fit. It's that easy.

Get Started