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Strategic Estate Planning

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Owners have different objectives which require different solutions.  Strategic planning enables clients to clarify these objectives and to direct management energy in the best direction to achieve them.

Our Service

Each situation requires a different approach, whether advising new owners wanting opinions, support or direction; long established owners seeking the comfort that they aren’t missing something or hoping to find a new idea or income stream, or Trustees wishing to optimise performance or limit risk.

We work with clients to clarify the background and their objectives and aspirations.

We like to understand precisely what the various positive aspects of the family portfolio or property consist of as well as the constraints; whether personal, financial or physical.

Having established the broad inventory, we assess the various alternatives to establish the best way to structure or re-structure the business systems, to optimise performance of the assets or to address other client concerns.
Our multi-disciplinary approach enables us to assess and to identify areas with potential for change or improvement; whether relating to performance levels from various assets, structured maintenance programs to manage cash-flow through to green field development, creative conversions and diversification prospects.


Why Brown&Co?

We understand that one size does not fit all and that each client has objectives slightly or very different to others.
We are fortunate to have qualified professionals with personal and business experience in most property sectors and an in-house financial team which enables us to work with clients’ professional advisors to deliver an approach appropriate for each unique situation.
We concentrate on whole of business and property potential to produce a workable strategy, whether relating to portfolio performance, succession and next generation ownership planning, general condition improvement or a fundamental review of asset classes and systems.

How you benefit


We will ensure a thorough review of the issues and work with you to clarify and test your objectives. 
As a large multi-disciplinary firm that is a leader in both farm business and property, we are uniquely well placed to give the best advice on all your options.
Our qualified, professional teams are both candid and honest and will be able to help in your decision making process, with recommendations tailored for you.

Meet our team

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Brown&Co Recently Sold Properties, Land and Development Opportunities