Australia

Turn business success into lasting personal wealth

As a business owner, your personal and business success are deeply connected. The decisions you make in one often shape the success of the other.

We help you bring both together – creating a clear strategy that grows, protects and preserves your wealth, today and into the future.

Integrated advice for every stage of your journey

Running a successful business leaves little time to coordinate accountants, financial advisers, lawyers and investment specialists. That’s where we come in.

At William Buck, we help business owners transform the value they create in their business into lasting personal and family wealth. As one of Australia’s few truly integrated advisory firms, we bring together expertise across wealth, tax, accounting and business advisory to provide a coordinated strategy across your entire financial life.

Your trusted partner

We act as your trusted advisor – helping you navigate important decisions, coordinate specialist expertise and identify opportunities that protect, grow and transfer wealth. Whether you’re focused on growing your business, creating financial independence, preparing for an eventual exit, or building a legacy for future generations, we provide the clarity and confidence to make informed decisions.

How we help you achieve more 

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Build your wealth beyond your business

Build and preserve wealth through a strategy designed around your personal goals, lifestyle aspirations and business success.

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Maximise after-tax outcomes

Maximise after-tax outcomes with structures and strategies that improve tax efficiency across your business and personal assets.

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Structure for growth

Design tax-effective ownership and investment structures that support stronger cash flow, flexibility and long-term wealth creation.

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Protect what you’ve built

Safeguard your business and personal assets through considered risk management, insurance and asset protection strategies.

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Plan your next chapter

Whether you’re expanding, bringing in new owners or preparing for an eventual exit, we’ll help you maximise the value of your life’s work.

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Create a lasting legacy

Develop succession and estate planning strategies that provide certainty for your family, your business and future generations.

Build a strategy that works as hard as you do

Whether you’re growing your business, planning your next investment or thinking about life beyond business ownership, we’re here to help you make every decision with confidence.

Business Owners Specialists

Latest insights from our Business Owners team

Is too much of your wealth tied to your business?
28 September 2026 | Minutes to read: 3

Is too much of your wealth tied to your business?

For many manufacturing business owners, success has come from continually reinvesting in the business. New machinery, larger...
Rethinking your Private Giving Fund’s investment strategy
8 September 2026 | Minutes to read: 4

Rethinking your Private Giving Fund’s investment strategy

In our work with Private Ancillary Funds (PAFs), now officially transitioning to 'Private Giving Funds', we have...
Protecting more than just your income
28 August 2026 | Minutes to read: 4

Protecting more than just your income

For medical specialists, one of the most valuable assets is the ability to earn an income through...

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