In our very active and busy lives we do not always pay enough attention to our financial needs and requirements. Brad Scott and the team at EWM Group act as our eyes and ears and watch over our family affairs and investments in an expert manner.
--- Former CEO of ASX listed Top 20 Company
Our family has experienced Brad working with us to develop and sign off on a Family Charter.
EWM has been instrumental in supporting our family over this journey and we are all very pleased it was executed in such a timely and professional manner.
I would be more than comfortable recommending Brad to any family considering a similar endeavour and feel relieved that our family’s legacy and wealth is now protected by EWM.
--- Principal family member, Third Generation Family Business
In my busy schedule, it is imperative that I have a reliable team of people around me who can work together as a cohesive advisory team with my family and I.
Brad Scott has been a friend and trusted adviser since 2001 and fills that role. EWM’s assistance in advising, structuring, and managing my investment strategy, family governance and philanthropic activities have been invaluable.
Add to that the comprehensive family office services around reporting, compliance, and administration and I have no hesitation is recommending Brad and the EWM Group team.
--- Global Australian Sportsperson
Brad Scott’s recommendation came 8 years ago where our business needed complex advice on an overseas acquisition, EWM’s ability to engage the professional expertise to assist us in making the right decision around structure and investment was invaluable.
The confidence we gained during this process made the decision easy to engage EWM to further look after our family governance and legacy. I have no doubt that this decision was the correct one and insured that our family’s interests are taken care of.
EWM offer a very high level of personalised service that we had not previously experienced. The process that EWM has taken our family on has seen future goals and investment strategies developed in a manner that gives us complete comfort for not only our immediate future, but for generations to come. I highly recommend the services of Brad and his team.
---Principal family member, Second-Generation Family Business
Having all our affairs centralised has helped me use more time more productively whilst also giving peace of mind that the family's interests will be looked after long into the future.
---Founder and CEO, ASX Publicly Listed Company
I have known Brad Scott for many years from attending Family Business Australia events and always find him friendly, personable, and easy to get along with.
When EWM became a national partner of FBA, we asked them to give us a proposal to develop a family charter. After considering several proposals we decided that Brad and his team were the best choice.
We find him professional, objective, empathetic, a good listener and very patient. We were very happy with our finished family charter and would happily recommend Brad and the team at EWM to help families develop a charter or address any family issues they have.
---Principal family member, First-Generation Family Business
Brad Scott has been working with us over the last 12 months. He has helped develop our family counsel, family rules and regulations which is something we have never had before. In addition, he has worked with the family on the uneasy topic of estate planning and investments.
As our business reaches 35 years this year it was imperative that we focused on generational changes and ensure smooth transitions and overarching legacy for years to come.
Brad was a calming voice which has guided us and was able to connect to all family members to ensure the process worked.
---Principal family member Second-Generation Family Business
Brad Scott has been a friend of Bravehearts and supporter of our work in protecting children for almost a decade. Over that time, he has made himself available to us whenever we have needed advice or assistance.
Brad currently sits on our Foundation Fund Committee providing valuable input and helping to ensure the best outcomes for children are attained through the wise investment and management of available funds.
In addition to his professional input, Brad has become a trusted and valued friend and confidant. Brad, we take this opportunity to thank you, on behalf of the thousands of children for whom we advocate, for your continuing contribution.
--- Hetty Johnston, Founder and Executive Director Bravehearts INC
Brad Scott assisted our family in transferring our Philanthropic vision from theory into practice. Brad and the EWM Group team were able to advise, educate and structure our program in a way that was simple, flexible and beneficial, yet disciplined for all family members and key advisors. They have been an invaluable resource to us as we continue to manage and implement this strategy into the future.
--- Philanthropist, Brisbane
“The EWM Group was instrumental in BLK setting up our Foundation. Brad and his team ensured there was a seamless process from start to finish and it has allowed BLK to assist in helping athletes realise their dreams. The ongoing support from EWM has allowed the BLK Foundation to focus on helping athletes whilst maintaining the highest level of governance.”
--- Family Business Owner, Gold Coast
Brad Scott from EWM Group provided a strong framework around which we built a family office that suited our specific requirements. He was very effective in drawing out what was important for different family members and facilitated calm discussions on sensitive topics.
Brad was instrumental in the formation of our family governance framework. Brad's courteous and respectful manner allowed him to determine each family member's level of understanding, and ensure that all issues, no matter how small or inconsequential, were dealt with.
Brad listened carefully, and provided the critical neutral position that is a necessity in dealing with family matters. Most importantly, Brad encouraged our family to take ownership of the development of our family governance framework and continues to provide us with relevant and timely advice in its ongoing evolution. I highly recommend Brad Scott and the services of EWM Group.
--- 2nd Generation Family member, Brisbane
Back in September 2017, at a Family Business Association Conference on Hamilton Island, we listened to Brad Scott do a presentation on his company EWM Group. Both of my sons, also working in the business were in attendance. I had for some time been thinking about the need to tidy up, organize, document and review all sorts of facets of our Family Business that we had been involved with for some 40 years. Having a comprehensive document involving real estate, other investments, strategies, plant & equipment, staffing, long-term planning, mentoring for my sons, on and on the list went on!
I felt the time was right as I was also considering stepping back from the main action of the Business. Brad’s presentation came across as very suitable and appropriate for our family, so we proceeded to go ahead with him and his group. A huge amount of work has been undertaken over the last couple of years and we are now at a much better place to have very comprehensive, current documentation at hand and online. We have quarterly meetings for just the family members, advisory meetings with our management people and a mixture of both twice a year for total Involvement and decision making. The benefit is two-fold at least; Investments are monitored and improved to suit our family and all sorts of documents are in one place in case of need.
Plus, Brad is an active and capable advisor and influencer on our future direction alongside with our own Business Advisor in conjunction. The Team at EWM are well on top of all things happening and very co-operative.
--- Multigenerational Family Business Owner, Melbourne
