Family Office Management

 

When wealth accumulates in a family and is passed on through one generation to another, the complexity of wealth management and preservation increases.

 

How we can help

 

A family office enables the private financial affairs and capital of a family to be managed across investment classes such as direct property, listed shares, private equity, business interests, philanthropic pursuits and cash reserves.

The family office service is designed around the individual family needs through an initial discovery and planning session. Identification of services, risk areas and family goals and aspirations are then documented and a plan implemented.

Ultimately, a family office is all about maintaining harmony amongst family members and at the same time managing your wealth and protecting all your assets in the most effective manner possible.

 

Our services include:

• Business and commercial advisory

• Investment portfolio construction, monitoring and management

• Financial & tax strategies for assets protection and wealth transfer

• Philanthropy management

• Intergenerational wealth planning and governance

• Estate planning

• Insurance management

• Retirement, superannuation and trustee services

• Financial reporting and compliance

• Cashflow budgeting and reporting

• Executive Payroll

• ATO and ASIC compliance

• Bookkeeping