Family Office Services
Discreet. Integrated. Global.
Our family office services are designed to provide complete peace of mind, ensuring that your personal and financial affairs are managed with the highest standards of discretion, diligence, and professionalism.
With over 30 years of experience in private equity, law, family office advisory, and corporate transactions, we bring strategic insight and hands-on leadership to every engagement. Our work spans multiple jurisdictions—including Australia, Europe, the United States, and the Middle East—enabling us to navigate complex cross-border matters with clarity and precision.
What We Offer
We provide highly personalised, end-to-end services tailored to your family’s values, priorities, and long-term goals.
Investment Strategy & Portfolio Management
-
Development of a tailored Investment Policy Statement (IPS)
-
Strategic asset allocation across asset classes and geographies
-
Manager selection, oversight, and performance monitoring
-
Consolidated reporting and risk analysis
-
Long-term portfolio planning
Succession & Inheritance Planning
-
Multigenerational wealth transfer strategies
-
Establishment of trusts, foundations, and family holding structures
-
Governance frameworks and family constitutions
Tax & Legal Structuring
-
Coordination with trusted advisors in multiple jurisdictions
-
Structuring for compliance, efficiency, and asset protection
-
Ongoing legal and tax oversight across global holdings
Philanthropic & Charitable Advisory
-
Strategic giving aligned with family values
-
Foundation and donor-advised fund setup and support
-
Measuring and managing philanthropic impact
A Central Point of Coordination
By integrating every aspect of your financial affairs, we simplify complexity and ensure a seamless approach to your family’s evolving needs. Our commitment is to help you protect, manage, and grow your wealth—across generations and across borders.
