Generation Private 328 Reserve Road, Cheltenham, Victoria 3192

Welcome to Generation Private, a trusted institution located in Cheltenham, Australia. For years, we have been dedicated to helping Australian families protect and grow their wealth across multiple generations. As an establishment specializing in finance, we offer a range of services to shape your financial future and ensure your family's success.

At Generation Private, we understand that wealth goes beyond financial assets. It is about fulfillment, relationships, and making a positive impact in the lives of others. Our experienced team has firsthand knowledge in dealing with all aspects of a family business, including compliance, succession planning, wealth management, estate planning, and corporate and family governance. We go above and beyond to align your family's business and personal objectives, providing expert advice and planning legitimate structures.

Our commitment to excellence is evidenced by the loyalty of our clients and the extensive experience and expertise of our founders. With decades of working together, we anticipate your needs and strive to provide the best-in-class service. We offer a C-Suite Mentoring Program, called the Extraordinary Leaders program, designed to transform good managers into exceptional leaders within your organization.

Whether your wealth has been created through a business, divestment, or a family legacy, we can advise you on implementing tax planning strategies for the present and future generations. Our specialists are experts in developing a corporate governance framework that protects and enhances your business. We also help senior executives through our C-Suite Mentoring Program, fostering personal and business development.

At Generation Private, we believe in personal attention, responsive service, and clear communication. Our purpose is to help families achieve what matters most and deliver true peace of mind. Whether you are a family, individual, current or aspiring philanthropist, or a family business, we are here to assist you in achieving your unique aspirations and motivations.

For aspiring philanthropists, we help identify your personal passions and motivations for giving and assist in executing programs to support those causes. We understand that family businesses often overlook exit strategies, and we provide expert advice on selling, succession planning, operating model changes, business expansion, and improvement.

We are not just an accounting firm. We offer a holistic offering tailored to each family's specific needs. With over 25 years of experience in business succession, we have successfully guided clients through transactions ranging from $2 million to $900 million. Our expertise in establishing and managing philanthropic endeavors ensures that your foundation's ongoing needs and compliance requirements are managed effectively.

Additionally, we provide lifestyle asset management services, whether you own a super yacht or private jet or wish to lease one. We have extensive connections with domestic and international brokers, management service companies, lawyers, and private jet operators to cater to all your lifestyle asset management needs.

If you hold property interests for long-term investment or development, we can project manage your investment properties on your behalf. Our goal is to form long-lasting relationships with our clients based on trust and tailored thinking that addresses each individual's unique needs.

Generation Private operates under a scheme approved under Professional Standards Legislation, ensuring our liability is limited. We are a Corporate Authorised Representative of Omada Wealth Pty Ltd, regulated by the Australian Financial Services License.

Contact us today to discover how Generation Private can help you protect and grow your wealth for generations to come.