MEET GERALDINE (Geri) SCOTT
Philanthropic planning for complex families and family offices.
Trusted collaborator with Advfinity.
ABOUT GERI
Stewardship begins with understanding what matters.
Geri works with families, family enterprises and family offices as they navigate wealth, responsibility, purpose, and change.
Her work helps families create the space for honest conversations, clarify what they want their wealth and influence to make possible, and establish practical foundations for decisions that may span generations.
Geri brings a calm, independent perspective to complex situations. She listens for what is being said, what remains unspoken, and what the family needs to move forward together.
EXPERIENCE AND PERSPECTIVE
Supporting families through decisions that carry lasting consequences.
Geriā€™s work sits at the intersection of family, enterprise, ownership, succession, and philanthropy. She understands that technical answers alone are rarely enough when decisions involve identity, relationships, legacy, and different expectations across generations.
She helps families slow the conversation down, bring the right voices into the room, and translate intention into practical arrangements that people can understand and sustain.
Her role is not to replace legal, financial or tax advisers. It is to help connect the familyā€™s intent with the specialist advice, governance, and ways of working needed to carry it forward.
FAMILY STEWARDSHIP
Clarity for the family system
Supporting families to clarify purpose, roles, decision-making, and the responsibilities that accompany wealth and influence.
PHILANTHROPIC PLANNING
From intent to enduring practice
Helping families define what they want their giving to achieve and establish the strategy, governance, and systems needed to support it.
GOVERNANCE AND FACILITATION
Better conversations and decisions
Creating the structure and independent space needed for family meetings, shared decisions, and complex conversations.
PURPOSE-LED ENTERPRISE
Connecting values with action
Helping families and family enterprises align ownership, leadership, purpose, and the future they want to build together.
HOW GERI WORKS
Calm, independent, and prepared to ask the difficult question.
Geri begins by listening - to the familyā€™s history, its relationships, its aspirations, and the concerns that may be difficult to voice.
She creates a process that is structured without being rigid. The aim is to help people understand one another, make decisions with greater confidence, and establish practices that can endure beyond a single meeting or generation.
Her approach is warm and practical. It respects the familyā€™s autonomy while bringing clarity, accountability, and forward movement to the work.
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GERI AND ADVFINITY
Specialist perspective within a connected advisory approach.
Geri works with Advfinity where an engagement involves complex families, family offices, philanthropic planning or the relationship between family intent and organisational readiness.
Her experience complements Advfinityā€™s broader work across strategy, governance, philanthropy, partnerships, and performance. Together, the focus remains on seeing the whole picture and bringing in the right expertise for the situation.
Where a family is establishing a foundation or another philanthropic structure, Geri can help clarify intent and direction, while Advfinity supports the governance, systems, and organisational foundations needed to make that intent a sustainable practice.
A thoughtful conversation is a good place to begin.
If your family or family office is considering its next chapter, Geri can help clarify what matters, where the complexity sits, and what kind of support would be most useful.
Book a CallPLACE AND PERSPECTIVE
Grounded in lutruwita/Tasmania. Connected through purpose.
Geri is based in lutruwita/Tasmania. She acknowledges the palawa people as the First People and continuing custodians of the island, and their enduring connection to family, community, land, sea, and waterways.
This sense of place is reflected in how Geri works: listening carefully, understanding the whole picture and helping families and organisations make thoughtful decisions about what matters most.
From Tasmania, Geri works with families, organisations and trusted advisers across Australia.Ā
