The Business of Family
Our Purpose
With over two decades of experience working with clients, we have witnessed the challenges and triumphs of family-owned businesses and those private families managing their personal wealth.
Our focus is helping businesses owners and families navigate their unique journeys.
We understand the intricacies of business strategy, profit, governance, and the delicate balance between professional and personal risks. We also recognise that realities of business do not always blend well with the emotions of family.
We recognise that every family business is different—some aim to sell, while others contemplate the next generation taking over.
Moreover, we are specialists in personal wealth management and advising on your personal goals and objectives.
The need for Trajet came from observing that few advisers sit at the intersection of the family business and personal wealth.
Building Resilient Legacies.
Our Inspiration
Our ultimate inspiration came from a visit to a family-owned cognac distillery in France established in 1847. Their story of resilience, innovation, and commitment to tradition, values, and harmony left a profound impact on us.
As Australia experiences a significant demographic shift, with many business owners approaching retirement, the decisions surrounding the future of family enterprises are more critical than ever.
Trajet: Your Compass in Family Business Governance
Business Governance
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Family Business Planning
Plan the future of your family's business. Business is about strategy & profit while simultaneously balancing the personal elements of family goals and relationships.
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Effective Governance
Develop, maintain, and evolve a governance structure tailored to your family's unique needs. Ensure transparency and accountability for a harmonious and sustainable business environment.
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Family Constitution
We will help you implement a family constitution that serves as a guiding document for your family enterprise and wealth.
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Conflict Resolution
We help you implement a suitable conflict resolution framework, ensuring that disagreements don't hinder your family business's progress.
Leading the Way to Harmonious Legacies – Trajet
Wealth Management
Our wealth management services and advice are designed to address the key areas of:
Financial Planning
Retirement Planning
Insurance Planning
Investment Strategy
Portfolio Management
Estate Planning

From financial planning advice to customised investment strategies, we have a deep knowledge of wealth management for private clients.
Moreover, for our business clients we make a genuine attempt to identify and understand your inherent business risks and then adopt strategies to simultaneously leverage and mitigate this risk within your personal wealth plans.
We provide a unique investment solution specifically designed with the business owner in mind.
