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Our family office advisors provide expert financial, investment, and advisory services for high-net-worth individuals and their families.

We are committed to your success, and we work closely with you to understand your goals and advise you on the best path forward to achieve them.

Our family office services can support you by:

  • Managing and investing your wealth to maximise your returns and minimise risk
  • Providing you with expert advice on financial planning and tax matters
  • Coordinating and overseeing the management of your assets and affairs
  • Assisting with the administration of trusts and estates
  • Providing concierge-level support to meet your personal and family needs
  • Succession planning and wealth transition
  • Governance of your business setup and review of operating structures

Speak to our experts about your family office.

Our team provides you with expert recommendations and assists you in creating a structure that balances your business, family, and professional needs, while also protecting your assets.

We listen and take the time to understand your objectives for the type of business that you envisage, and then guides you through the legal obligations and methods of operation to help you achieve those objectives.

Our entity and business structuring services cover:

  • Advising on the best business structure for your specific situation
  • Helping you understand the tax implications of different ownership structures
  • Assisting with the formation of a new ownership entity
  • Providing guidance on reorganising an existing business or investment entity

If you are part of a family office, management and decision-making processes are critical to the smooth operation of the office.

Our team of experienced professionals can help you establish clear policies and procedures to ensure that your family office is running smoothly and efficiently.

We offer a range of services including:

  • Policy development and implementation where we work with you to develop policies tailored to your specific needs and goals. These can include everything from investment policies, succession planning to risk management.
  • Development of effective governance structures such as a board of directors, a committee, or something else suited to your needs.
  • Decision-making support to help ensure that your family office is making informed, strategic decisions. This can include providing data and analysis, facilitating discussions, and helping to resolve conflicts.
  • Training and education to help family office members understand their roles and responsibilities, as well as best practices in governance.
  • Assisting with the development and implementation of a succession plan

Our team of experts can help you plan for your retirement. Our wealth transition strategies are tailored to you and your goals, and consider your superannuation, investment properties, business sale and more.

Transitional wealth strategies need to start as soon as possible and be updated with every major life change to ensure that they meet your needs when the time comes.

Meet the Experts

Speak to our experts about your family office