Family office
Through our family office service for our private clients, we bring together our experts and industry professionals in taxation planning, estate and succession planning, wealth protection and transition, business advisory and investment performance management to plan and develop a personalised service to create wealth, resilience, stability and peace of mind now and for future generations.
Managing your wealth and resilience
- Family advisory board and governance
- Family governance and communication
- Taxation, asset protection and risk management strategies
- Wealth management and succession planning
- Estate planning and insurance
- Philanthropic management
- Banking support services
- Investment performance management services
- Management and financial reporting, analysis and forecast
- Statutory compliance and correspondance
Our experts
Partners
James Whitelaw
Partner, Business Services
Wayne Roggero
Partner, Financial Planning
Dean Perrett
Partner, Business Services