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• What happens when your business is sold and you suddenly have $10 million or more to manage?
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• Are you building a legacy? Or just a portfolio?
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• Will your wealth bring your family together? Or tear it apart?
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If you’ve just exited your business or are planning to sell, this episode is for you.

In this conversation with Will Hamilton, one of Australia’s leading wealth advisers for ultra-high-net-worth families. We explore what smart founders get right about managing wealth, preserving harmony, and preparing the next generation. This isn’t about flashy investment tips. It’s about stewardship, legacy, and the often overlooked structural and emotional elements of managing serious wealth.

What You’ll Learn:

== Why being “sale-ready” means more than operational performance

== How to avoid post-exit wealth management pitfalls

== What the best families do to maintain harmony after wealth transfer

== How to choose the right adviser (and avoid the wrong ones)

== Why intergenerational stewardship starts with purpose and structure

Highlights

00:00 Introduction to Will Hamilton

00:52 Will Hamilton's Wealth Management Journey

02:30 Key Aspects of Wealth Management

05:21 Challenges and Solutions in Wealth Transition

13:37 Case Studies and Practical Examples

30:55 Choosing the Right Advisor

34:50 #CriticalFewActions™ for Senior Leaders

The #CriticalFewActions™ You Can Do Today:

When I work with successful business leaders, I often find they’ve spent years preparing their business for sale, but almost no time preparing themselves or their families for what comes next. Here are the key insights I took away from the conversation:

== The first Insight is about being structurally sale-ready.

Operational performance may look great, but hidden tax and ownership issues can destroy value at exit.

Actions you can take:

• Engage an experienced adviser 2–3 years pre-sale to structure your tax, equity and exit documentation properly.
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• Review any shadow equity or bonus schemes. And don’t assume your day-to-day accountant is the right person to lead the deal.
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== The second Insight is about wealth planning; not just portfolio management.

Running the money is one thing. Sitting beside the client, spotting the gaps, and bringing in the right experts is another.

Actions you can take:

• Treat wealth as a team sport: legal, tax, investment, governance and family advice must work together.
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• Choose a lead adviser who knows their limits and brings in specialists at the right time.
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== The third Insight is about keeping families talking, especially across generations.

Wealth without structure can fracture relationships and invite resentment.

Actions you can take:

• Start early with open discussions, clear governance, and well-defined succession plans.
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• Use philanthropic structures to instil values and unify future generations.
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If you found this conversation valuable, please Subscribe / Follow, leave a comment, and share this episode with your peer business leaders. Your support helps us reach more CEOs who want to improve organisation performance and value.

Stay in the loop with show updates and exclusive content:  https://www.criticalfewactions.com.au/podcast/

Sponsor: The CEO Masterclass in Strategic Planning and Implementation

Are you a business owner or CEO striving to elevate your business to new heights? But right now… you’re not hitting the targets or objectives your business needs to achieve. Or maybe you’ve hit a roadblock you can’t move past, a major challenge with no clear solution, and there’s no one in your world you can talk to about it.

This isn’t another generic leadership course. It’s a highly focused, small-group programme where you’ll work alongside your peers, on your business, break through barriers, and implement real-world strategies—not just to solve the problems holding your business back, but to accelerate your growth faster than you thought possible.

Find out more here: https://criticalfewactionspodcast.com.au/WillHamiltonSP

Final Thought

If you’re sitting on significant investible assets after a lifetime of building, don’t just invest; lead. Your next chapter could be the one that defines your legacy.

References:

• Will Hamilton on CGT, negative gearing, and wealth tax pressures: Hamilton Wealth – Economic Summit Commentary 
• Global Investment Institute interview: Beyond 60/40 Portfolios – Private Market Diversification 
• Hamilton Wealth Thought Leadership: News Centre 

Related #CriticalFewActions™ Podcast Episodes:

• (EP 4) From Vision to Reality – 4 Steps to Craft a Winning Strategic Plan with John Downes: https://www.criticalfewactions.com.au/podcast/crafting-your-strategic-plan-in-4-steps-with-john-downes-cfa004/
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• (EP 19) Unlock Business Success with #CriticalFewActions™: https://www.criticalfewactions.com.au/podcast/cfa19-unlock-business-success/
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#CriticalFewActions #CEOMasterclass #wealthmanagement #intergenerationalwealth #exitplanning #familybusiness #successionplanning #businessgrowth #businessowners #strategicplanning