Individuals & family office

In an ever-changing investment, compliance and legal environment, advising and assisting with family affairs demands an appreciation of individual circumstances and a detailed understanding of immediate needs and future financial objectives.

Our team manages the wealth and private affairs of business owners, families and small investors all the way through to complex advice, structures and strategies for high net worth individuals and ultra high net worth clients.

Whether you wish to ensure the smooth transition of wealth from one generation to the next, require strategic advice around wealth creation, estate planning, superannuation or retirement, our team will work with you to ensure financial strategies are tailored to achieve your personal and financial goals, and protect any beneficiaries.

We work closely with clients to provide a range of services such as payroll, secretarial, tax, migration and other compliance services.