Family Office

We advise and family office services for high net worth family groups and individuals including complex tax management and administration of their often significant business interests, substantial family assets and philanthropic activities.  

Renowned for advising private wealth clients

We assist with family governance, wealth management and guide intergenerational wealth transfer among a range of other services tailored to meet specific needs.

Renowned for advising private wealth clients – high earning individuals, business families and family groups – we are very familiar with the ATO’s focus on Australia’s Top 500 privately owned groups and the Next 5000 tax performance program. We work proactively with our high net wealth clients to manage expectations and attend to ATO requests, audit and any other requirements.

Full range of complex tax management and administration

Our services include:

Recommending and implementing tax effective structures

Administering superannuation and SMSFs

Completing tax compliance reporting

Completing tax compliance reporting

Preparing and lodging income tax returns

Preparing and lodging income tax returns

Attending to tax planning

Implement tax minimisation strategies

Close and trusted relationships

We have close and trusted relationships with our high net worth clients, many of whom have engaged our services for more than 40 years. During this time, we have guided our clients through changes in legislation and business restructures that have included introducing next generation family members and adapting to changing economic conditions. We’ve successfully guided clients through significant events, including several stock market crashes, the Global Financial Crisis and the Covid-19 pandemic.

Let’s connect and explore how we can assist you

Partner with us for personalized service, innovative tax strategies, and business advice that drives success.