Did you know that:

  • 70% of all wealth transfers to the next generation fail.  

  • 90% of the reasons for those failures generally occur due to 4 main reasons - Trust; ​Communication; Family Readiness; and a lack of clear purpose and mission of family wealth.

  • In Australia, it is estimated that over $3.5 Trillion of wealth will be transitioned over the next decade, in the form of Family Owned Business

  • In the United States alone over USD $1 Trillion of wealth will be transferred to the next generation each year for the next 4 decades?

The need to address these issues has never been more important, however for many families they were unaware of how to go about addressing and discussing these often highly emotive topics.


EWM Group Pty Ltd, through the Institute for Family Wealth, is able to provide to individuals and families of wealth, and their team of advisers with the tools and resources to ensure that the family is educated and prepared for their future roles and responsibilities that will come with an eventual transition and transfer of wealth.


The Institute for Family Wealth, has been built on over 80 years of fieldwork by EWM Group and our international relationships.  Our programs are uniquely placed to be delivered in Australia, to Australians, in an Australian way yet accessing global best practice.  Importantly, as an independent organisation these programs are delivered inclusively with your existing advisory team. 

For more information on the Institute for Family Wealth please visit our website or contact us.​


What IFW can do
for Advisors
What IFW can do
for Families