Elise is a Partner with over 15 years experience assisting private businesses and family groups to manage their accounting and tax compliance obligations. She also assists families with issues related to ownership transfer, exit strategies, management reporting, cash ow analysis and due diligence assignments. Elise has worked extensively with over 100 of Australia’s wealthiest families assisting them with succession planning. Her work includes conducting family dynamics programs, establishing family constitutions and assisting the next generation with wealth transfer. In many cases, this has also involved assisting with family office set up.
Member Connect Table topic: Overcoming Conflict and Emotions to Plan for Succession