Sydney · Financial & Legal Strategy

Considered counsel
for the decisions
that matter most.

Harwood Advisory represents founders, principals, and private families through complex transactions — quietly, and without compromise. Our work begins where a standard advisory relationship ends.

Sydney · Melbourne · Singapore Schedule a conversation
0
Years advising
0bn advised
Transactions managed
0%
Client retention
0
Senior principals
Practice

Six disciplines.
One continuous relationship.

We work across the domains where our clients' financial and legal decisions intersect — so strategy is never fragmented across disconnected advisers. Each engagement is led by a principal.

01 — Corporate

Corporate Law & Transactions

M&A, joint ventures, shareholder agreements, capital raising, restructures.

02 — Tax

Tax & Structuring

Cross-border structuring, trust design, ATO engagement, Division 7A planning.

03 — Wealth

Wealth Strategy

Portfolio governance, family office design, intergenerational transfer.

04 — Private

Trusts & Estates

Testamentary trusts, succession planning, estate administration, asset protection.

05 — Regulatory

Regulatory & Compliance

ASIC, AUSTRAC, APRA matters. Governance reviews, policy design, risk frameworks.

06 — Advisory

Board & Executive Advisory

Independent counsel to boards on sensitive matters. Confidential, direct, senior-led.

Selected engagements

Proof, by outcome.

A small selection of recent work. Client identities withheld at request — engagement detail anonymised to preserve confidentiality.

01 — M&A2025

Sale of a family-held manufacturer to strategic acquirer.

"They negotiated terms we didn't know to ask for. The deal closed on our timeline, not the buyer's."

Manufacturing · NSW$142M
02 — Tax2024

Restructure of a four-generation family investment trust.

"Harwood rebuilt the structure without disturbing a single relationship across the family. That is its own kind of art."

Private family · QLD$680M AUM
03 — Regulatory2025

ASIC engagement on a contested licensing matter.

"Composed, methodical, and absolutely in command of the detail. They ran the process — we held the line."

Financial servicesResolved
04 — Advisory2024

Board counsel during founder transition at a listed entity.

"The only external voice the chair kept in the room. Plain-spoken and right."

ASX-listed · Technology12-month retainer
05 — Wealth2025

Family office design for a recently liquid founder.

"They made every subsequent decision feel obvious. That's what you're paying for."

Technology · VIC$85M
Principals

Senior by default.
No exceptions.

Every engagement is led by a principal with a minimum of fifteen years' experience. We do not staff work to juniors. You retain a name, not a firm.

EH
Managing Principal01
E. Harwood Managing Principal BA/LLB (Hons), LLM — Tax
MA
Principal · Corporate02
M. Ainsworth Principal — Corporate BCom/LLB, GAICD
PD
Principal · Wealth03
P. Desai Principal — Wealth Strategy BEc (Hons), CFA

An hour together
tells you more than
a proposal ever will.

We keep introductory conversations to a single hour. No documents in advance. No slides. If the fit is right, we say so. If it isn't, we tell you who to call instead.

Schedule a conversation
office@harwoodadvisory.com.au · +61 2 8000 0000