skip to log on skip to main content
VoiceOver users please use the tab key when navigating expanded menus

Exiting business owners

Selling your business triggers strategic and emotional decisions that can have major ramifications for you and your family. Making the right business exit decisions requires your time and focus.

ANZ Private can help you understand the impact that selling your business may have on you – both as a business owner and as an individual.

How we help you

We ask you about your values, aspirations, needs and concerns – everything that’s important to you and your family. These priorities then drive your transition and wealth management roadmap, enabling you to move forward with clarity and intention.

We can help you manage the complex family dynamics related to wealth transition and implement multi-generational wealth preservation structures.  

You can feel confident you’re making informed decisions as you prepare for life on the other side of business ownership.

Tailored services to build your solution

icon

Investment strategy

We aim to preserve and grow your wealth through domestic and global opportunities, including managed portfolios, diversified discretionary investments, global private markets and yield enhancement.

 

icon

Specialist advisory

We work as a conduit to ANZ’s in-house expertise and network of external specialists, to advise you on philanthropy, estate planning, family governance and risk advisory.

 

Next generation wealth transfer

We help you navigate some of the common challenges your family may face when transferring wealth. You’ll gain a solid foundation on which you can build a wealth transfer strategy tailored to your family’s needs.

 

Financial Services Guide (PDF 2.2MB)

Information provided is general in nature only and does not take into account any person's personal needs, circumstances or objectives. ANZ recommends that you read the applicable Product Disclosure Statement or offer document before deciding to acquire or hold any product. Fees, charges and eligibility criteria apply.

ANZ Private Bankers are representatives of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ), the holder of an Australian Financial Services Licence.

  

Top