Knowledge to create the wealth you need for the lifestyle you want

Brad Scott

Brad Scott
Managing Director and Founder, EWM Group Email: bscott@ewmgroup.com.au Phone: 07 3845 2900 Website: http://www.ewmgroup.com.au

EWM Group is one of Australia’s leading Multi-Family offices which specialising in protecting wealth for the benefit of current and future generations. It was one of the first Multi-Family Offices in Australia and its Independent model allows it to work successfully with their client in unison with their existing team of advisors. EWM Group provides a menu of services including Family Governance, Coaching and Education, Investment Governance, Wealth Management and Philanthropic advice and services. Brad has been in the finance and investment industry since 1986 and has a background which includes relationship and investment management, commercial, private and investment banking, philanthropic advice and family governance. As a former Executive Director at Goldman Sachs JBWere, Brad established and managed the Private Wealth Management business for Queensland and formed part of the national management team. Prior to his years at Goldman Sachs JBWere, Brad had 12 years commercial and private banking experience with one of Australia’s major banks across various roles and responsibilities.

10 Questions to see if your family is ready to manage their inheritance Brad Scott Preparing for Wealth Is the Key to Retaining it FACT – 70% of all wealth transitions from one generation to the next fail (Institute for Preparing Heirs) Sad, but true. The main reason that the majority of wealth transfers to the next generation fail are not due to estate planning... read more
Raising a Child To Be A Responsible Owner Of Wealth – Part 2 Brad Scott Last month we discussed the challenges of raising the next generation to ensure they are prepared for the challenges that wealth provides.  This month we will explore the principles and tools which can help find the balance between providing the next generation with a comfortable lifestyle while exposing them to... read more
How to Raise a Child To Be A Responsible Owner Of Wealth Brad Scott Imagine… you build a successful business enterprise through years of hard work. You decide to retire and place the enterprise in the hands of new management. However, the new managers have no understanding of the company’s products, goals, history, values or mission. They have no experience in the field, let... read more
Myth or Reality : What Do Woman Really Want Brad Scott What is it that women really want when it comes to managing their wealth and relationships?  If you hoped to find it in mainstream media, you may be woefully disappointed in news, reality shows, movies and magazines as they often portray negative stereotypes.  Today’s media all too often seems to... read more
Building a Legacy for Future Generations – Part2 Brad Scott A Value proposition   Successful families who have their financial capital well taken care of are well placed to shift their primary focus away from their financial capital toward capacity building and emotional resilience. They begin to implement the non-financial best practices of multi-generational families, including improving family communication and... read more
Building a Legacy for Future Generations – Part1 Brad Scott Sustaining Wealth   Global research tells us that wealthy families would prefer to pass nearly two-thirds of their wealth to their children, grandchildren and others. But while they may have the desire to build their legacy by passing on their wealth, many families grapple with a fundamental question:   Can... read more
Planning and communication key to keeping wealth within the family Brad Scott The pressures of family wealth can be one of biggest causes of family disputes, often resulting in financial mismanagement or family breakdowns. Developing sound governance strategies can help save years of heartache, thousands of dollars in legal fees and most importantly, relationships between the family members. Far from just creating... read more
Strategic Giving – Ensuring your Donations Get Results Brad Scott In Australia, philanthropy tends to be associated with wealthy people, the majority of which are men, who give back to the community through generous and varied donations designed to help people less fortunate than themselves. It is these people who grab the media headlines and have the public profile to... read more