Family Offices

Your family's wealth spans generations. Your strategy should too.

Significant family wealth rarely sits in one place. It may span operating businesses, trusts, superannuation, property, private assets and investments held by different generations.
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The challenge is not finding expertise. It is keeping every structure, adviser and financial decision aligned with the family's long-term objectives.
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We help family offices bring investments, liquidity, risk and intergenerational planning into one clear strategy, working alongside the family's existing professional team.

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Trusted by 5,150+ clients since 1986

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Many moving parts. One family future.

When wealth spans entities, asset classes and generations, strong decisions made in isolation can still pull in different directions.
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One adviser sees the tax position. Another sees the legal structure. Another sees the investment portfolio. The family lives with the combined consequence.
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Liquidity needs compete with long-term growth. Private assets and concentrated positions can make risk harder to see. Different generations bring different priorities, time horizons and levels of involvement.
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Complexity itself is not the problem. Uncoordinated complexity is. The family needs one financial framework against which every major decision can be tested.
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That is the clarity we help create.

How we help

What working with us looks like

Bring the full picture into view

We map the family's assets, entities, liabilities, cash flows and commitments into one strategic picture. This makes it easier to identify concentration, duplication, liquidity pressure and the decisions that need attention first.

Set a strategy for every pool of capital

Different entities serve different purposes. We define the objectives, time horizon, liquidity needs and risk settings for each, then help build a coordinated investment strategy across superannuation, trusts, companies and personal holdings.

Coordinate the professional team

Family wealth often involves an accountant, solicitor, tax specialist and other advisers. We work alongside them so investment, structuring, risk, estate and succession decisions support the same long-term plan.

Prepare wealth for the next generation

Successful transfer requires more than an estate plan. We help families clarify what the wealth is for, how it should support future generations and which decisions need to be made now. We then coordinate with the relevant legal and tax specialists to turn those intentions into practical arrangements.

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Frequently Asked Questions

Get to know more about us and how we can help you before you start a conversation.

What does a financial adviser do in Australia?

A financial adviser helps you make informed decisions about your money, including superannuation, investments, insurance, retirement planning, cash flow, tax-aware structuring, estate planning considerations and long-term wealth strategy.

In Australia, personal financial advice must be provided by an authorised adviser who is listed on the Financial Advisers Register. Advisers also need to meet conduct and disclosure obligations, including acting in the client’s best interests when providing personal advice.

When should I seek financial advice?

You should consider financial advice when your financial decisions become complex, high-value or long term. Common triggers include buying a home, starting a family, receiving an inheritance, changing jobs, receiving equity or bonuses, preparing for retirement, selling a business, managing tax, or deciding how to invest surplus income.

Good advice is not just about investments. It is about creating a clear plan, understanding trade-offs and making sure decisions across tax, super, insurance, debt and estate planning work together.

How do I choose a good financial adviser?

Look for an adviser who is properly licensed, transparent on fees, experienced with clients like you, and able to explain advice clearly. ASIC’s MoneySmart recommends checking an adviser’s qualifications, experience, fees, services and whether they have any links to product providers.

A good adviser should take time to understand your goals, explain alternatives, disclose costs and risks, and give you space to make informed decisions.

What should I expect from a financial advice process?

A strong advice process usually includes discovery, goal setting, strategy development, written recommendations, implementation and ongoing review.

For personal advice in Australia, clients may receive a Statement of Advice explaining the advice, the basis for the recommendations, relevant costs, benefits, risks and any conflicts or remuneration. ASIC guidance emphasises that advice should be clear, concise and effective.

How much does financial advice cost?

The cost depends on complexity. A simple advice engagement may be relatively contained, while comprehensive advice covering superannuation, investments, insurance, retirement modelling, tax structures and estate planning coordination may cost more.

Best practice is for fees to be clear upfront, agreed in writing and linked to the scope of advice. Clients should understand whether fees are fixed, hourly, ongoing, asset-based or a combination.

Your family's wealth spans generations. Your strategy should too.

Many moving parts. One family future.

What working with us looks like

Frequently Asked Questions

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