Every family business reaches a point where it needs to plan beyond the next season, the next year or the next business decision.
With an estimated $5 trillion set to change hands across Australia over the next 30 years, there has never been a more important time to plan ahead.
Generational Strategy helps families step back and focus on the bigger picture. Together, we explore where the business is heading, what matters most to the family, and how future leaders can be prepared to support long-term success.
What sets our approach apart is a simple but powerful principle: people at the centre, strategy before succession.
We work with family enterprises to define strategic direction and build leadership readiness before succession and asset ownership decisions are made.
Caroline leads and contributes to the development of our Boyce team members. She also engages and advises clients to help them achieve their goals, by helping to build their knowledge and by working collaboratively to improve and grow their businesses.
As a judge for Business NSW’s Business Awards program, she thoroughly enjoys seeing the success of high-achieving small to medium enterprises across regional Australia.
“I’m proud of our team: their energy, the creative solutions and the way we aspire to provide solutions for clients.”
Nicole has over 30 years’ experience advising family-owned businesses across banking, finance and agribusiness. A specialist in succession planning, business transition and NextGen development, she combines practical expertise with a deep understanding of family dynamics.
“It is a privilege for us to be a partner in our client’s business and to be trusted to advise them on short-term and long-term goals for not only the business, but themselves personally.”
Nicole has led restructures, succession plans, governance improvements and leadership development for multi-generational enterprises. With formal qualifications in management, financial services and commercial credit, she brings both technical capability and empathy to help families transition confidently and sustainably.
Fraser has been in commercial, strategy, corporate governance and legal roles for over 30 years, including a decade leading strategy and innovation teams in a global professional services firm. He is known for finding creative solutions to clients' challenges and for making strategy sessions insightful and engaging.
Fraser spent his early career in international law firms as a Mergers & Acquisitions lawyer, building skills in deal-making, due diligence and execution. He has also served as a Company Secretary for ASX-listed corporations and as a Director of regulated entities, giving him first-hand experience in corporate governance, risk management and compliance.
Fraser brings this depth of commercial experience to his role as Principal Advisor, helping Generational Strategy clients plan confidently for growth, succession and a legacy that endures across generations.
Harrison brings more than 10 years of experience across accounting, financial services, leadership and strategic delivery. With qualifications in finance and accounting, he combines strong commercial understanding with a practical and considered approach to complex decisions.
As part of the Boyce Generational Strategy team, Harrison works closely with families to clarify their goals, strengthen decision-making and plan for succession. His experience in strategic planning, governance, leadership and coaching helps him bring structure to conversations that involve both business priorities and family needs.
Harrison is known for listening carefully, communicating clearly and turning complex information into practical next steps. He values the trust families place in Boyce and is committed to helping them plan confidently for the future.
Raised in a multi-generational farming business on the Monaro, Ivy McGufficke brings a practical understanding of family business dynamics and succession planning.
She is passionate about helping farming families and business owners navigate important conversations about leadership, ownership and future planning, creating positive outcomes for both current and future generations.
Combining firsthand experience with a genuine interest in people, Ivy supports families to work through complex decisions, strengthen relationships and build confidence in the future of their business. She is committed to helping regional businesses and communities thrive for generations to come.
We look at the bigger picture first. We focus on where the family and business want to be in the future, how decisions are made, how current owners will create legacy and how the next generation will step in. Succession is part of it, but it’s not the starting point.
Earlier than most people think. Ideally while options are still open and relationships are strong. You don’t need to have all the answers, but starting the conversation early gives your family more control and less pressure later.
Join Boyce and local business professionals for a relaxed afternoon at Yarran Wines. Meet the Boyce team, connect with the local business community and enjoy good conversation in a beautiful Riverina setting.
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