Family Wealth Management - Mid Market Matters Podcast

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Family Wealth Management

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Family Wealth Management

By , October 17, 2019
SUP 14483_Mid Market Matters_Podcase Tile Graphics_Proof_Michael Bova

Host Craig West sits down with Michael Bova from Family Wealth Advisory to find out how, using the business you’ve created, you can extract money, invest it, protect it and see it grow as an independent asset outside of the business itself.

Founder & Managing Director of Family Wealth Advisory, Michael Bova has outstanding qualifications in his field. His degrees in Law & Accounting, combined with his accreditation as a Chartered Accountant and Financial Planner underwrite his current practice as a Strategic Wealth Advisor.

Added to these impressive credentials is an experience base that encompasses his role as Senior Tax Consultant with KPMG and his position as Tax Manager with Chase Manhattan Bank and Investment Banker with JP Morgan Chase.With over 20 years’ experience, Michael is the trusted advisor for High Net Worth Families, Family Business owners and high income earning executives and employees, looking to build, preserve and keep wealth within the family.

Michael’s passion is working with clients to help them take control of their cash flow, to grow and protect their investments and help them live magnificent lives

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Craig West

Craig West

Managing Director | Succession Plus

Craig West is a strategic accountant who has over 20 years’ experience advising business owners. His background as a CPA in public practice, provided invaluable experience in the key issues of concern to business owners. Following 6 years of study to gain two masters degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising on strategic management of tax issues. This experience formed a very strong view that business owners (and often their advisers) were unprepared and unaware of the steps required to prepare a business for exit.

Craig now acts as a strategic mentor for mid-market business owners and has written four critically acclaimed books on employee incentives, succession planning, asset protection and exit strategies. Craig has conducted numerous seminars and keynote presentations throughout Australia & internationally, including adviser education programs for the Institute of Chartered Accountants and CPA Australia.