I am a qualified financial services executive who has twenty years experience advising private clients on a broad range of issues, including:1. Mid Market Corporate advisory – advising entrepreneurial private business owners in relation to mergers, acquisitions, divestments and growth strategies, including assessing acquisition and divestment options, information memorandum preparation, business valuations, due diligence, transaction structuring and negotiation management2. Business advisory and consulting – advising private business owners on restructures, business improvement strategies, strategic growth opportunities, shareholder agreements, buy-sell agreements and business governance / compliance improvements in order to drive enhanced business valuations3. Succession planning – partnering with private business owners to identify, document and implement business succession and exit strategies, including transfer to family members, management buy-out and trade sale to third parties4. Estate planning – guiding and managing complex estate planning projects, which often involve issues associated with asset protection, foreign asset holdings, buy – sell agreements, multi-entity group structures, philanthropy, blended families and family disputes5. Private banking and wealth management – advising HNW individuals and families, including senior public company executives, private business owners and family offices in relation to multi-asset class investment portfolio management, superannuation and retirement planning, estate planning and entity structuring (trusts, self managed superannuation funds, investment companies and prescribed ancillary funds)