Private Family Office

We understand that successful families with substantial assets need additional services beyond the scope of traditional financial advice.

How we help you

Applying generations of knowledge and experience, we help create enduring prosperity for your family.

Our globally recognised Private Wealth services remain at the core of the Private Family Office. Complementing these with additional services backed by high level subject matter expertise, our Private Family Office team guides your family toward the best financial outcomes.

Our Private Family Office team includes highly qualified administrative support who take on the complexity of managing your financial affairs day-to-day. This removes the administrative burden and allows you and your family to focus on what's important to you.

Our services

Our key Private Family Office services include:

Your Private Family Office team takes responsibility for the day-to-day recording of your family's financial affairs. Our administrative service ensures all records are professionally prepared and systematically maintained.

Working closely with you we develop a tailored plan for your family. This plan prepares the next generation for the responsibility and stewardship that comes with managing the family's assets.

We take the time to understand and recommend only those investments that are true to our value based investment philosophy. Your team of trusted professionals focus on shielding your family's wealth in tough times while delivering superior performance over the long-term.

Managing sophisticated financial strategies in an increasingly complex financial environment requires experience, forward thinking and technical expertise. Our depth of experience and understanding of successful families and their circumstances means we deliver the perfect balance of strategy and financial intelligence. Our advice is practical and focused on your needs.

Your personal success matters to us. We take a personal interest in ensuring your private wealth plan is a living plan with measurable milestones and not just a financial plan. We help you identify the destination then guide you to choose the best road to get there.

We help successful families understand how they can more easily satisfy their desire to give and to give in a manner that is both rewarding and beneficial to the community. Our extensive involvement in the philanthropic community means we know best practice and have the right resources to assist you.

Our People