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Trajet
The Business of Family

Family business planning and wealth management

Your business, your family and your personal wealth are connected. We help family business owners and private families consider these together, with planning that reflects their goals, values and the decisions ahead.

Contact Trajet Explore our services Wholesale clients only.

A connected view of business and personal wealth

Decisions about a family business rarely stop at the business itself. Growth, succession or a sale can shape your family's future and your personal financial plans.

Trajet brings family business planning and wealth management together. We consider business strategy and governance alongside personal goals, family relationships and the risks that connect them.

Planning for what comes next

Two pathways
01

Family Business Planning

Plan the future of your family business with your family's values and aspirations in view. Explore the decisions around strategy, governance, succession, growth and a potential sale.

Family and business alignment Succession planning Growth and sale considerations
Explore family business planning →
02

Wealth Management

Bring your personal financial goals into focus. We consider your wealth plans alongside your business interests, from retirement and investment strategy to insurance and estate planning.

Financial and retirement planning Investment strategy and portfolio management Insurance and estate planning
Explore wealth management →

Understanding the business of family

Our experience working with clients has shown us that business priorities and family expectations do not always align. Some owners are preparing to sell. Others are considering how the next generation might take over.

Our purpose is to help business owners and families navigate these decisions while keeping personal wealth and long-term goals in view.

About Trajet →
Client perspective
“We came to Trajet thinking about the sale of our business. We left with a plan that also covered our retirement, our children and how we wanted the family to stay connected to what we'd built.”
Margaret H. Second-generation owner, family manufacturing business Sample testimonial for concept only

Our services

Family business decisions and personal wealth plans influence each other. Our services bring these perspectives together, helping you consider the future of your business alongside your family's goals.

Trajet advises wholesale clients only, as defined under the Corporations Act 2001 (Cth).

Two areas of focus

01

Family Business Planning

Plan the future of your family business with your family's values and aspirations in view. Explore the decisions around strategy, governance, succession, growth and a potential sale.

Family and business alignment Succession planning Growth and sale considerations
Explore family business planning →
02

Wealth Management

Bring your personal financial goals into focus. We consider your wealth plans alongside your business interests, from retirement and investment strategy to insurance and estate planning.

Financial and retirement planning Investment strategy and portfolio management Insurance and estate planning
Explore wealth management →

Common questions

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Services/Family Business Planning

Family Business Planning

Plan the future of your family's business.

Trajet advises wholesale clients only, as defined under the Corporations Act 2001 (Cth).

How we help

We provide frameworks to help you design and implement a strategic business plan aligned with your family's values and aspirations. This means considering both the commercial direction of the business and the family relationships behind it.

Align family and business

Consider how your family's goals and values relate to the direction of the business, including where priorities may differ.

Plan for succession

Explore what a transition to the next generation could mean for the business and the family, with governance and future responsibilities in view.

Understand business decisions

Consider how strategic decisions may affect business interests, family goals and personal wealth.

Consider growth, sale or both

Clarify the direction you want to take and explore how growing or selling the business fits with your family's aspirations.

Next service

Wealth Management →
Services/Wealth Management

Wealth Management

Personal wealth planning with your wider interests in view.

Trajet advises wholesale clients only, as defined under the Corporations Act 2001 (Cth).

How we help

We help private clients plan around their personal goals and objectives. For business owners, we also consider how business interests and risks intersect with personal wealth.

Financial Planning

Develop financial strategies and structures that consider your personal circumstances and business interests.

Retirement Planning

Plan for retirement by considering your goals alongside savings, investments and pension strategies.

Insurance Planning

Consider insurance needs in the context of your personal circumstances and business risks.

Investment Strategy

Develop an investment strategy that reflects your personal goals and takes your business interests into account.

Portfolio Management

Manage your investment portfolio with attention to your objectives and the balance between risk and return.

Estate Planning

Consider how wealth may pass between generations and how estate planning fits with your family's wider financial plans.

Next service

Family Business Planning →

The business of family

Trajet connects family business planning and personal wealth management. We help business owners and private families consider their goals, the decisions ahead and the relationship between them.

Why these perspectives belong together

Over two decades of experience working with clients has shown us the challenges and opportunities of family-owned businesses and private wealth. Business strategy and profit matter, but so do family relationships, personal goals and the balance between professional and personal risks.

Trajet grew from recognising the need to bring these perspectives together. We consider family business decisions alongside personal wealth, rather than treating them as separate conversations.

Every family has a different direction

Some business owners are planning for a sale. Others are considering the next generation or deciding how to keep growing. Private families may be focused on retirement, investment decisions or how wealth will pass between generations.

Our focus is helping you navigate your own path, with your family's values and aspirations in view.

An enduring source of inspiration

A visit to a family-owned cognac distillery in France helped shape our thinking. Established in 1847, the distillery's story brought together resilience, innovation and a commitment to tradition and family values.

That experience remains an inspiration for Trajet's focus on the relationship between business, family and legacy.

Resilient Strategies, Enduring Legacies.

People and professional details

[Placeholder: approved portrait]

Paul Cox

Director
[Placeholder: approved biography]
Licence information Tax Agent: 26317916 · Tax (Financial) Advice Services Trajet Pty Ltd · AFSL No. 558166 (Wholesale clients only) See full licence information ↓

Explore how the pieces connect

See how our family business planning and wealth management services bring business decisions and personal goals into the same conversation.

Explore our services →

Let's talk about what comes next

Whether you are considering the future of your family business or reviewing your personal wealth plans, contact Trajet to discuss your circumstances.

Trajet advises wholesale clients only, as defined under the Corporations Act 2001 (Cth).
Call Trajet+61 2 7259 5905
Postal addressPO Box 1364, Manly NSW 1655

Enquire with Trajet

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This is a demonstration form. Your enquiry has not been sent. To contact Trajet, call +61 2 7259 5905.

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