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As we look back on the 2023-24 financial year, we at Bonitz Advisory want to take a moment to reflect on our journey this past financial year and express our heartfelt thanks to our clients and supporters for championing us. 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐏𝐚𝐬𝐭 𝟏𝟐 𝐌𝐨𝐧𝐭𝐡𝐬: • 𝐓𝐫𝐮𝐬𝐭: All our mandates came from returning clients, referrals from past clients, or advisers we've worked with. Your trust means the world to us. • 𝐂𝐫𝐨𝐬𝐬-𝐁𝐨𝐫𝐝𝐞𝐫 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧𝐬: Despite challenges, including a sharp pullback in tech valuations and the Australian Federal Government's reduced reliance on external consultants, we completed two complex cross-border deals. • 𝐏𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞: Having seven transactions at various stages, our team was grateful to be able to spend quality time with family and friends (including many past clients) - maintaining perspective of why we do what we do. • 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲: FY24 was Bonitz Advisory’s second-biggest year since inception in 2010. Sharing our success with our community we would like to announce our partnership with the St Vincent’s Curran Foundation as a Gold Partner. Having experienced serious injury and illness, we understand the importance of supporting medical research and excellence in patient care. The St Vincent’s Curran Foundation has been a pioneer in these fields and is a perfect fit with Bonitz Advisory’s values and aspirations. We continue to support The Wayside Chapel in its work with Sydney’s homeless population. • 𝐓𝐫𝐞𝐧𝐝𝐬: Over the past six months, we've seen an increase in inbound inquiries from businesses seeking transaction advice, driven by founders looking for exits and the pursuit of synergistic targets for growth. 𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐀𝐡𝐞𝐚𝐝: The 2024-25 financial year promises to be robust for mid-market M&A activity. We are proud to have been an M&A adviser of choice for the past 14 years and will continue to advise and advocate for our clients in the years to come.

Imagine a trust designed to maintain a purpose forever – even keeping someone cryogenically frozen! 🥶 This week on The Truth About Wealth, David Warren of Bridgeford Trust joins us to explore the fascinating world of purpose trusts. Whether it’s supporting future medical breakthroughs or preserving family treasures, these trusts go beyond the traditional. Don’t miss this episode that offers fresh insights on safeguarding wealth across generations: https://bit.ly/3LNrLcC #TheTruthAboutWealth #DynasticTrust #GenerationalWealth #FinancialInnovation #LegacyPlanning #FamilyFinance

Navigating the complexities of working with family offices can be both rewarding and challenging for financial advisors. Jonathan Foster of Angeles Wealth Management, Homer Smith of Integrated Family Office, and Rudy Rake of Diagonal Investments weigh in on the pros and cons of dealing with intermediaries instead of directly with clients. Discover their insights on maintaining transparency, collaboration, and client-focused service. https://hubs.la/Q02Mbqrk0

Meet Suzie, founder of The Friendly CFO, and a non-executive director at Juno. 👋 Suzie shared her thoughts about some of the challenges Juno is facing as a social enterprise and what we're doing to tackle them, as well as her hopes for the residential care sector. Read our latest Q&A blog here ➡️ https://lnkd.in/ewKYZYzJ

“For many of our families, we act as lead intermediary, coordinating activity between family members and important service providers for tax prep, trust and estate planning, and sometimes concierge services,” said Foster. “I think we are a great partner with other professional services providers because we believe in open architecture and open dialogue. We also work with numerous families where we have excellent, collaborative relationships with a lead intermediary.” #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Meet Jorrell Bland, Associate Wealth Advisor at Mitlin Financial, Inc®. Jorrell ensures families have a safe space to discuss finances. Simply put, he’s found his calling: making a difference. Follow Jorrell on X or LinkedIn to catch his sharp insights and advocacy for #FinancialPlanners expanding their services to a broader, more diverse community — a sentiment we fully support. How does your firm contribute to the community? Share your strategies and successes in the comments below, and let us know which #FinancialAdvisors and Planners you follow for their unique insights! 💬 #FinancialAdvising

Welcome Giving Season, the most generous time of year! Not sure how to best engage your employees and support their causes that matter? Check out our five suggestions to make the biggest impact possible.

With a nearly $84 trillion wealth transfer underway over the next two decades, families wonder how best to prepare the rising generation. In this edition, we highlight the complexities of the family office environment with insights on how to navigate them successfully. As always, our intention is to continue advancing the family office industry by showcasing leading-edge thinking.

A week from today I’ll be speaking in Raleigh NC for the National Sales Network Raleigh Chapter I want to thank the sponsors Fidelity Investments Boston Scientific Johnson & Johnson and Modivcare for allowing me to empower people to change their future. Often in life we enjoy success and setbacks…(Job loss, Divorce, Bankruptcy, Illness, Abuse) but how do we overcome those challenges and setbacks? During this presentation I’ll discuss the following: ✅What is the mindset that we must have to overcome the setback. ✅What are potential action steps we must take when we find ourselves needing to pivot. ✅ How do we align ourselves purposely with the next opportunity moving forward? The alignment of purpose is why I love learning the stories behind our transportation partners businesses….They typically saw a need, someone they love needed help, and they stepped up to solve the problem…and it ends up positively impacting the community…that’s alignment..that’s connecting people to care. Hope to see you at the event! #nemt #sdoh #health #financialindependence #wealth #mindset #healthequity #economicequity #economicempowerment