Advising at the intersection of enterprise, capital and family.
Advising at the intersection of enterprise, capital and family.
Welcome – I’m Philip Bateman.
I act for a small number of successful families and business owners.
Think of my role as sitting on the Family Board – helping you articulate
a clear vision for the future, whether 10, 20 or 100 years from now.
Together, we’ll identify and manage the challenges ahead,
giving you the highest chance of success, with the least amount of risk.
I enjoy working with engaged and vibrant clients who recognise
they need some additional skills around their family and business affairs.
Welcome – I’m Philip Bateman.
I act for a small number of successful families and business owners.
Think of my role as sitting on the Family Board – helping you articulate a clear vision for the future, whether 10, 20 or 100 years from now.
Together, we’ll identify and manage the challenges ahead, giving you the highest chance of success, with the least amount of risk.
I enjoy working with engaged and vibrant clients who recognise they need some additional skills around their family and business affairs.
A Trusted Presence
Call it your personne de confiance (French) or consigliere (Italian), someone in whom you place absolute trust: discreet and clear-thinking when decisions matter most.
That’s the role I play.
Quietly essential. Non-conflicted. Always in your corner.
Global By Nature
Today’s significant families often live, work, and invest across borders. As both a European and Australian citizen, my work spans continents and cultures, giving me the perspective and relationships to support your business or family, wherever they are.
Today’s significant families often live, work, and invest across borders. As both a European and Australian citizen, my work spans continents and cultures, giving me the perspective and relationships to support your business or family, wherever they are.
Most of the families and founders I work with have already built something great. They’re asking: what’s next? And how do I get there with clarity and confidence?”
Most of the families and founders I work with have already built something great.
They’re asking: what’s next? And how do I get there with clarity and confidence?”
Explore how we can work together
For founders and fund managers navigating the capital landscape with intent.
PAST PROJECTS
In recent years, I’ve championed and strategised with families, CEOs and leadership teams responsible for some of the country’s most significant assets.
This has included:
- Industry-leading robotic housing production
- Australia’s largest biodiverse reforestation carbon sink
- Long-haul shared electric truck recharging infrastructure
- Institutional impact investment advisory
- GP-staking specialists, backed by
impact-focused family offices - Several hundred $M raised for water assets
from SWFs and instos
- Delivery
- Investor engagement, information memorandums and supporting capital raising material
- Audience
- Institutional & SWFs
- Region
- Europe, UAE and Australia
Overall it’s been fantastic, Philip. We love your energy and professionalism – and certainly, you’ve been very good to deal with as far as everything being planned out and meticulous. It’s been a delight. Thank you.
– Kim Morison, Chairman and Chief Investment Officer
PAST PROJECTS
In recent years, I’ve championed and strategised with families, CEOs and leadership teams responsible for some of the country’s most significant assets.
This has included:
- Industry-leading robotic housing production
- Australia’s largest biodiverse reforestation carbon sink
- Long-haul shared electric truck recharging infrastructure
- Institutional impact investment advisory
- GP-staking specialists, backed by impact-focused family offices
- Several hundred $M raised for water assets from SWFs and instos
- Delivery
- Investor engagement, information memorandums and supporting capital raising material
- Audience
- Institutional & SWFs
- Region
- Europe, UAE and Australia
Overall it’s been fantastic, Philip. We love your energy and professionalism – and certainly, you’ve been very good to deal with as far as everything being planned out and meticulous. It’s been a delight. Thank you.
– Kim Morison, Chairman and Chief Investment Officer
Organisations & Family Enterprises I've Advised
Creating Flourishing Families
A visual guide for planning across 10, 20, or even 100 years
Designed for families with significant assets and long-term vision, this guide maps the conversations, risks, and structures that matter most – from governance and legacy to timing, transition, and trust.
Whether you’re thinking about the next decade or the next generation, use it to clarify your thinking, guide discussion, and begin shaping a plan that lasts.
Smarter Impact
Conversations with those shaping capital, legacy, and global systems.
I speak with the architects of change, from heads of state and global financiers to the leaders of enduring family enterprises. These are people shaping the future of wealth, governance, sustainability, and succession, often without chasing headlines.
These episodes are here for you – to learn from, reflect with, or broaden your perspective on what’s possible when leadership meets long-term thinking.
If you see yourself in that mix – or are quietly building toward it – I’d love to hear from you.
Available wherever you listen to podcasts – search “Smarter Impact” to subscribe.
