Family Office Management

Founded on a commitment to delivering exceptional quality work with a focus on both strategic and approachable solutions. We are proud that these traits continue to shape our firm.

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

Overview

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

Our Family Office Service is built on sound taxation advice and operational efficiency, and combines the latest technology with good governance. Our tailored services offer the flexibility to meet your needs and adapt easily as your requirements change.

Key Services

Personalised Advice: Individual strategies backed by sound reasoning.
Multi-Entity Management: Coordinated advice across your business, trusts and SMSF.
International Structures: Advice on using foreign entity jurisdictions, including Guernsey, Jersey and the Cayman Islands.

How Our Family Office Service Supports You

A Dedicated Team

A client service team dedicated to meeting your financial management needs, with a coordinated and disciplined approach to managing your financial affairs.Tax and Structuring
We make sure your Family Office operates under the most appropriate tax structure, both now and as your circumstances change.

Governance and Compliance

We provide governance around portfolio reporting and statutory compliance, ensuring all statutory compliance requirements are met.

Back Office Administration

We coordinate your back office and manage the administration of almost every transaction, including making sure payments to creditors are made on time.

Our Approach

Families with interests spread across a business, several trusts and an SMSF need advice that brings it all together. We act as a trusted adviser, taking a whole-of-family view and delivering personalised strategies backed by sound reasoning. Discretion, continuity and careful planning are at the heart of everything we do.

Our Process

Comprehensive review: We map out the family’s full structure, including businesses, trusts, superannuation and any international entities.
Goal setting: We work with family members to understand priorities around wealth, succession and long-term planning.
Strategy development: We prepare tailored recommendations that consider how each entity works together.
Coordinated implementation: We manage the steps needed to put the strategy in place across each entity.
Ongoing stewardship: We provide regular reviews and keep the family informed of legislative and economic changes that may affect their position.

What We Provide

Personalised, individual advice for each family
Coordinated advice across business, trust and SMSF interests
Advice on using foreign entity jurisdictions, including Guernsey, Jersey and the Cayman Islands
Regular reviews to keep strategies current

Our Services

Tax Compliance

Have all your tax compliance and lodgements professionally managed and in one place.

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.

Tax Advice

Expert advice on accounting and tax matters on the phone when you need it.

Banking

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

Investment Reporting

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

Know Your Client Packages

We are able to produce the required documentation for all the family office transactions from property, banking, KYC etc.