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High Net Worth Services
We understand that high net worth families, businesses and individuals need advice that caters to their specific needs. We can help with speciailsed services in the following:
Structuring of entities (including companies, trusts, SMSFs)
We provide comprehensive financial advice for individuals, families, and their associated entities (companies, trusts and self-managed superannuation funds). Our team offers guidance on financial strategies that align with your overall family wealth management goals after considering taxation, risk management and intergenerational wealth transfer needs.
Wealth management and Investment services
Our core service is developing personalized investment strategies and managing diversified portfolios. We work closely with you to understand your financial goals, risk tolerance, and time horizons to create and implement tailored family wealth management plans. We have competency in direct equities, exchange traded funds (ETFs), money market accounts, (separately) managed accounts (SMAs) and partner with some of the world’s leading managed fund offers domiciled in Australia, the US and Europe.
Family tax planning and compliance
We offer strategic financial advice that takes into account tax implications. We can help you understand how different investment decisions and financial strategies might impact your tax situation, and work alongside your tax professionals to implement tax-efficient financial plans. Our advice aims to optimise your financial position while ensuring you're well-prepared for your tax obligations.
Estate planning and intergenerational wealth transfer
Our comprehensive financial planning services include strategies for effective estate planning and smooth intergenerational wealth transfer. We help you develop a robust financial framework to support your legacy goals, ensuring your wealth continues to benefit future generations. Our team assists in creating financial strategies that align with your estate planning objectives, including analysing the long-term implications of different wealth transfer scenarios. We also provide guidance on structuring your investments and assets to facilitate efficient wealth transition, helping to preserve your family's financial legacy for years to come and ensure the wealth remains in the family.
Business Succession Planning
This protects and prepares shareholders, trustees and their families from unexpected events such as injury or death of their business partners. This includes advance planning for events that might cause the business to need winding up through to immediate issues upon retirement of a partner such as equity transfer and taxation management.
Specific areas we work on with our clients’ accountants and lawyers include:
- Funding Buy/Sell (Critical Events) Agreements
- Structuring funding for tax efficiency
- Capital gains tax management after sale of business or critical event
- Key Person Protection
Philanthropy
We can help you integrate charitable giving into your overall financial plan. This includes advice on structured giving strategies, the financial aspects of setting up charitable trusts, and aligning your philanthropic goals with your overall wealth management strategy.
Family Governance and Education
We facilitate a collaborative approach to managing your family's wealth, with an investment committee structure. This service is designed to involve family members in key financial decisions and portfolio management processes. We provide a framework for regular family financial meetings, where we present investment performance, discuss market trends, and explore new opportunities. This approach not only ensures transparency but also helps educate and prepare the next generation for responsible wealth management. By fostering open communication and shared decision-making, we help align your family's financial strategies with your collective values and long-term objectives.
Lifestyle and concierge services
We understand that managing complex financial affairs can be time-consuming and challenging. Our comprehensive financial planning services are designed to simplify your financial life, allowing you to focus on what matters most to you. We act as your primary point of contact for all financial matters, coordinating with other professionals such as accountants and lawyers to ensure seamless management of your wealth. Our team provides regular consolidated reporting, proactive advice on financial opportunities and risks, and timely reminders for important financial deadlines. By centralising your financial management, we help minimise the complexities and administrative burden, providing you with peace of mind and more time to enjoy your lifestyle.
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