Family office support & advisory
Being a wealthy family raises complex, multigenerational issues. We understand how to help successful families preserve their capital and make important decisions together around financial assets, family unity, and harmony.
- Family Governance
- Estate Planning
- Philanthropic Planning
- Risk Management
- Investment Governance & Management
- Private Equity & Alternative Investment Advisory
- Tax Planning & Compliance
- Education & Communication
- Financial Reporting & Consolidation
We manage capital responsibly for generations to come. We call this Good Capital.
Contact us today to find out how we can make this a reality for you.
Wholesale financial advice & governance
We’re here to help you make smart financial decisions and plan for the future. You define your personal objectives and goals. We then create a tailored plan to help you achieve them.
- Investment structuring
- Pension and super planning
- Trust and fiduciary services
- Personal protection, including life cover, income protection and critical illness
- Protecting your business
- Business exit planning
Whether you’re still growing your wealth, planning for your retirement, or looking to pass on your wealth to the next generation, a conversation with us is the first step in building your personalised wealth plan.
Corporate Advisory services
As organisations expand, and ultimately transition, success entails surmounting various risks and capitalising on prospects. Implementing effective strategies that align with each phase of the business life cycle is essential.
Pragmatic growth strategies to help business owners, investors, directors, and executives capitalise on opportunities to protect and grow their capital.
Services include:
- Business and company valuations
- Intellectual property valuations
- Merger and acquisition advice
- Due diligence
- Project costing and feasibility
- Capital and debt restructuring
- Succession planning
