Life of Estate Planning
Life of Estate planning
Annual governance that keeps estates resilient, predictable and investment-ready
Life of Estate Planning gives owners a steady, engineering-led governance cycle that shows how the estate behaves year after year. Annual updates refresh environmental baselines, land behaviour, operational assumptions and commercial exposure so decisions stay grounded in fact, not habit. Through BEIS – BlauVine’s Estate Intelligence System, each cycle unifies soil, water and climate trends with asset condition, infrastructure readiness and operational resilience, giving clear visibility across the estate. As markets and seasons shift, this disciplined rhythm provides the factual foundation long-life assets depend on, keeping direction stable, constraints visible and long-term value protected. (read article - How Life Of Estate Planning Keeps Wine Estates Resilient..)
What's involved - BEIS (BlauVine Estate Intelligence System)
Clarity you can count on, season after season
Why it matters | A foundational layer of ongoing clarity for estates that need long-term visibility. |
Our focus | Annual environmental and natural-capital baselines Water, soil, and climate monitoring Early-warning indicators and risk triggers Annual ESG, compliance and governance reporting Clear guidance on long-term environmental direction |
Ideal for | Estates wanting continuous oversight and early detection of emerging risks. |
Know the condition of your estate — before it becomes a problem
Why it matters | The peace-of-mind package for owners who want their estate to run predictably. |
Our focus | Everything in the BEIS Foundation package, plus: Full asset integrity review (dams, walls, roads, structures, irrigation) Operational performance modelling of vineyard, land and water systems Quarterly governance reports with risk updates and corrective planning Annual alignment of operating decisions with long-term estate strategy |
Ideal for | Estates that need structured assurance around land behaviour, asset condition and future obligations. |
Engineered confidence for every decision, every year
Why it matters | Complete, investor-grade governance for estates undergoing active growth or transition. |
Our focus | Everything in the BEIS Assurance package, plus: Full BEIS estate assessment and annual feasibility refresh A rolling 10-year capital expenditure and risk roadmap Investment-ready documentation (bank, insurer, legal and board audiences) Independent governance assurance across operations, heritage assets and land use Support for restructuring, succession planning, or investor engagement |
Ideal for | Estates preparing for expansion, redevelopment, refinancing, succession, divestment or major capital decisions. |
Turning plans into delivery — with discipline and certainty
Why it matters | For estates entering significant development, civil upgrades, infrastructure enhancements, new facilities or environmental restoration, you can extend governance into the execution phases via TacminMadini |
Our focus | EPCM-aligned delivery oversight Contractor assessment and integration Scope, cost, schedule and risk control Independent quality and compliance assurance As-built documentation for insurers, investors and future governance cycles |
Ideal for | Estates upgrading infrastructure, reshaping land use, or undertaking capital works. |
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Sarel Blaauw
senior partner
+61 498 785 165