Providing Advice to Family Businesses

At Crosby Dalwood, we have the qualifications, skills and experience to provide advice to both new and well established family businesses.  We currently provide advice to some of South Australia’s best known family businesses.  Helga Baxter (our Managing and Financial Planning Director) has the qualifications and experience to provide advice to your family business.

Family businesses can have complex and unique needs and Crosby Dalwood is well placed to help families identify their goals, make difficult choices and find solutions that best meet the needs of both the family and the family business.

It is the family owners that will chart the future of the business and therefore the success of the family business depends on how well its owners can collaborate together to make decisions.  Crosby Dalwood’s role when providing advice to family businesses is to assist the family ownership group as a whole, we remain impartial and avoid taking sides.

When providing advice to family businesses, consideration may need to be given to:-

  • Business portfolio
  • Ownership structure
  • Family dynamics
  • Business vision
  • Succession Planning and future ownership transfers
  • Wealth management
  • Philanthropy
  • Outside investors
  • Tension or conflict within the family
  • Leadership development
  • Business strategy
  • Marketing
  • Business funding
  • Policy development
  • Estate planning

Helga Baxter holds an Advanced Certificate in Family Business Advising through STEP (the Society of Trust and Estate Practitioners).

Contact Crosby Dalwood today, to learn more about how we can assist you as a family business owner build the framework needed for the future generations of your family.


‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count.