The sense maker in the room
Independent counsel for family heads and founders, for the point where wealth, structures and family have grown too interconnected for any one specialist to see whole.
Family Wealth Advisory · Based in Sydney, working with family members worldwide.
Years in advisory, across tax, structures and family wealth.
Changing hands in Australia’s great wealth transfer, the decade this work is built for.
Years with Deloitte, a former Big 4 partner, before co-founding Maxima Private.
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Stop Worrying About Money (Wiley): Grand Prize and First Place, Chanticleer International Book Awards; MAIA runner-up; Goody Business Book Awards finalist.
See the full picture, secure the weak spots, guide the right decisions.
I favour simplicity over complexity — one clear picture, then the next right step.
Wealth, structures, advisers and family, brought into one view: what is owned and where, what each structure was built to do, who decides what, and which assumptions no longer hold. Most families have never seen it on one page. The picture alone changes the conversation.
Every picture has gaps: protection that lapsed, documents that contradict each other, risks that sit between two advisers and belong to neither. I surface them without drama and we deal with them in order. What needs attention first, and what can safely wait.
Then the real work: the decisions in front of the family. I am the calm voice in the room as they arrive. An honest second opinion, the question nobody has asked yet, and the hard line held when it is needed. With care.