Services for family businesses and family offices
Managing a successful business is complicated, but managing family dynamics can be even harder.
Our close involvement with numerous Australian business families has provided us with a unique perspective that we have integrated into advisory, compliance, and management services, setting us apart in the industry.
We combine first-hand knowledge of family dynamics with extensive expertise in business, wealth and capital management, strategic advice, succession planning, governance and philanthropy to support multi-generational success.
We offer more than just compliance accounting and tax services; we provide solutions for growth, strategy, and family alignment that are tailored to you.
Our unique combination of expertise and empathy is key to building lasting legacies and promoting family business success.
We firmly believe that family businesses are the optimal business model, with the potential to make a positive impact across generations. And we provide the following services to help you do just that.
What we can offer you
Advisory services
Consultant can be a loaded term. But not with us. We work with you to support the growth and success of your family business or office with strategic, commercial advisory and management services.
Succession planning
Handing over the reins to a new generation is a tricky challenge. We bring a balance of careful planning, strategic foresight and sensitivity to family dynamics.
Wealth management
Every business family and family office has its unique set of aspirations and challenges. We help you define your goals for all stakeholders and then put a focus on how you can manage capital, both in and out of the business and investments to achieve these goals, preserving wealth for generations.
Accounting and taxation
Expert accounting, tax, and compliance services that suit your business family’s needs and goals, ensuring compliance risks are managed and planning opportunities are maximised.
Family office
We believe that the Family should be very clear on the purpose the Family Office plays, not only in preserving and growing the Family’s wealth, but also supporting the family’s non-financial goals. We offer strategic, structured support for high net worth families from a light-touch Virtual Family Office to optimising your Single Family Office.