Three Pillars · One Relationship

What We Do

Strategic, governance, and legacy advisory designed around outcomes and access to judgment.

Pillar 01

STRATEGIC

“What should I do?”

Independent thinking on business opportunities, partnerships, investments, acquisitions, property and major commercial decisions, with attention to the whole decision, not just the opportunity in front of you.

Pillar 02

GOVERNANCE

“Who decides, who is accountable, and how does the organisation operate properly?”

Corporate governance, boards, ownership and decision-making structures, succession of leadership, company secretarial services, statutory and corporate records, governance processes and related compliance support.

Pillar 03

LEGACY

“How does what I have built pass on to the next generation?”

Trusts, estates, succession, family governance and the intentional transfer of wealth, assets and businesses to the next generation. This work is led through Heritage Trusts & Estates Advisors, CAN's specialist practice for trusts and estates. Underlying expertise: Legal knowledge informs CAN's advice across all three areas. Where formal legal services are required, these are provided separately.

How We Work

Step 01

CLARIFY

  • What are you trying to achieve?
  • What does success look like?
  • What are you unwilling to compromise?
Step 02

ASSESS

  • What are the options and their implications?
  • Where is the risk: legal, financial, relational or governance?
  • What are the unintended consequences?
Step 03

NAVIGATE

  • What do we recommend, and how should it be structured?
  • Who needs to be involved, and what happens first?
  • How should the arrangement be implemented and reviewed?

Where to Start & Ongoing Relationship

CAN Wealth, Business & Legacy Review

An independent entry-point assessment to understand what you have, identify what is vulnerable, and decide what needs to change.

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CAN Strategic Advisor

An ongoing advisory relationship providing strategic sessions, governance support, transaction review, and coordination with existing advisors.

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