Family Office Management

We are a full-service accounting firm providing accounting and financial services to executives and high net worth individuals. Backed by extensive experience and quality work, our accountants will help build your financial future.

Managing the complexities of private wealth requires great oversight and the ability to administer a wide range of solutions. Developed over time, our Family Office Services has helped a number high net worth individuals, families, executives of multi-national corporations, family trusts and entrepreneurs manage the administration of their private wealth. 

 

Our Family Office Service is based around sound taxation advice, operational efficiencies and incorporates the latest technology with good governance. Our tailored services provide flexibility to meet your needs and are easily adaptable to your changing requirements.

  • A client service team dedicated to meeting your financial management needs

  • Co-ordinated and disciplined approach to managing your financial affairs

  • Ensures the Family Office is operating with the most appropriate tax structure

  • Provides governance around portfolio reporting and statutory compliance

  • Cloud-based portfolio reporting

  • Meets all statutory compliance requirements

  • Ensures payments are made to debtors on a timely basis

  • Ensures all stakeholders are engaged in a workflow process.

 

Ability to outsource the day to day management of your financial affairs so you and your family have confidence that your matters are professionally managed

Our Services

Tax Compliance

Our Family Office Services include the lodging and administration of tax compliance. 

Tax Advice

We are happy to pickup the phone when you need tax advice. We 

Investment Reporting

Listed, unlisted, or whatever it is, your investments will be kept up to date and financials ready for whenever you need them.

Secretarial and Administration

We are happy to act as the main contact for your family office. We will act as the central contact person and manage outside communication on your behalf. 

Banking

Organise, schedule or pay invoices. Have contractors, staff or bills sent to us to organise and schedule payment on your behalf. 

Documentation Packages  

We are able to produce the required documentation for all the family office transactions from property, banking, KYC etc. Included in our service is producing an organise flow chart to make KYC/onboarding easier for the family office.

Specific services include:

  • Investment reporting 

  • Accounting and taxation 

  • Mail service 

  • Payroll services 

  • Client relationships 

  • Secretarial and administration

  • Bookkeeping services

  • Finance and banking relationships 

  • Superannuation compliance 

  • Cash flow management & recordkeeping

  • Risk management review

  • Tax domicile planning

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