Accredited Family Business Consulting

Our dedicated team are able to provide accounting and business advisory services to family businesses of all sizes. With the right support and management your business will be able to grow, offering financial security and prosperity into the future. Family businesses are unique, with added social dynamics to contend with. At CBSW Tax and Business Advisors we can help you to create a distinction between business and family life, with effective strategies and tools to protect all those involved.

Family Office Services

Our family business consulting service can help your business in numerous ways. We work closely with family business owners, leaders and other advisors to determine the direction of the business which includes any goals and expectations. With a team of experienced and trained staff, we are able to act as a Trusted Advisor to family groups and offer support in all aspects of managing the often complicated connections between business and family.

We can assist families to govern their family businesses and participate in family business advisory boards. Growing and developing a professionalised structure will keep your business thriving for generations to come, and we are able to assist in this area. In addition, we can support you in the development and implementation of family business succession planning and exit strategies. This is an area many people find daunting, but we can guide you through this process, step by step.

What Makes us Different?

At CBSW Tax and Business Advisors we are a boutique firm and we pride ourselves on being able to provide our customers with a tailored approach and excellent communication. With years of experience working with small and medium enterprises, individuals and families in business, we ensure we have a firm understanding of your industry.

Our family business advisors are highly trained and are accredited by Family Business Australia. With an approach which sees us going beyond the traditional accountant or tax advisor relationship, we take the time to assist businesses based on their unique requirements. Our talented team are well placed to understand the challenges and opportunities which are presented in family businesses. We can even help to facilitate family meetings giving all interested parties the opportunity to have a voice and share their concerns and achievements. With the flexibility and expertise to assist each family business with an individualised approach, when you choose us you will be receiving specific support which focuses on the values which are important to your business.

Get in Touch

We offer a range of other professional services which can complement our family business consulting, including taxation compliance and advisory, superannuation advisory, estate planning, SMSFs and wealth creation. Located in West Leederville, WA we service clients throughout the Perth region and have built a reputation for excellence. If you would like to discuss how our family business consulting service can support your needs, or have any other questions please contact us today. Our friendly team would love to hear from you. Phone us on 08 9363 7300 to get the most from your business.

Our Accredited Family Business Consulting Team

Mark Nailer


Robert Casamento

Business & Private Client Advisor

Lyall Bear

Consultant - Business Advisory

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