Private Wealth

Private Clients & Family Office

Our Private Wealth team

Our Private Wealth team understand that every journey towards financial success is different, so we provide bespoke advice to grow and preserve your legacy.

You and your family have worked hard to establish your wealth and build a future. With so many opportunities and challenges in growing and preserving your wealth, it can be complicated to find the right mix of trusted advisers who can offer relevant insights that speak to the complexities of achieving the goals of both your business and for your family.

Our advisers work collaboratively with you and can draw upon local and global experience to assist you to meet your goals.

Find an adviser near you today.

We provide support at every step of the journey

Whether starting the entrepreneurial journey, immigrating to Australia, embedding new processes or establishing a not-for-profit, we can help ensure your operational structures are optimal and future-proof from the beginning.

From multijurisdictional tax planning to protection from cyber risks, our services will help you to operate in an efficient, compliant and safe way.

Growth should be achieved in way that considers all stakeholders. We can support you as you grow, acquire new assets, including luxury asset acquisitions, and smooth the way for any transitions.

We work with you help you have the right estate plan, structure and asset protection in place to preserve, and then transition the wealth you worked hard to build when the time is right.

Testimonials

Reaching goals

We assisted a non-resident family who were investing in Australia to realise their desire to immigrate to Australia. All of their other investments were outside of Australia so the family needed to understand the tax residency implications of immigration to Australia – for themselves, and their income producing and luxury assets which would remain offshore. Working with the family prior to their immigration, we helped them to restructure some of their investments to achieve additional asset protection and tax efficiencies, and to establish new structures in Australia for their future investments and acquisition of new luxury assets. We are now supporting them in providing ongoing tax compliance and advisory services as Australian residents earning income from both local and international sources.

Estate planning

After starting a successful business, investing in property and equity, and creating a self-managed super fund outside of the business, this private client needed help in developing an estate and incapacity plan for himself and his spouse. We worked together to clearly define what was important to them to ensure that, in the event their estate plan was implemented while the children were still young, it would embody their family values and legacy objectives. Following the clear articulation of their values and objectives, we then bought specialist advisers to the client to develop an ideal estate and incapacity plan.