Your partner in the moments that matter most.
Family
Family
Families carry more than wealth; they hold legacy, values, and the profound responsibility of continuity across generations.
We provide clarity, discretion, and structure in pivotal moments, guiding families through the moments that matter most.
Strategic planning for generations, grounded in values
Legacy planning is not simply about managing finances; it is about preserving identity, nurturing values, and ensuring future generations have the frameworks to thrive. Our work spans family governance, succession strategies, estate planning, and philanthropy, all tailored to reflect each family’s vision. Every plan we create is designed to reduce risk and withstand change while keeping relationships, priorities, and purpose at the forefront.
Where family priorities guide every decision
What sets our family advisory apart is the depth of personalisation and discretion we bring to every relationship. We are not a financial institution or a transactional service. We are a dedicated partner invested in understanding your family’s history, ambitions, and values. This allows us to design governance frameworks and legacy strategies that feel deeply personal while remaining robust and future-proof. With independence at our core, every recommendation is free from external influence and ensures your legacy is shaped solely by your priorities, not industry agendas.
Structuring and taxation advice
We provide structuring and taxation advice to family groups encompassing business and investment entity structures, family taxation planning, asset protection, and governance. Our focus is on navigating the ever changing priorities of growing and established family groups, via an advisory approach aimed at delivering clarity, confidence and peace of mind to the family.
Family strategic advisory boards
We provide assistance in supporting, creating, developing, or facilitating family strategic advisory boards. Specialising in helping emerging family offices or families seeking more structured family governance or advisory forums, these boards help to foster alignment across the various family advisory needs including taxation, wealth, legal, risk management and inter-generational planning. With an objective of bringing peace of mind and confidence in both the state of current affairs, and the longer-term family planning considerations, we advocate for the advisory board to be individually tailored and regularly reviewed to align it with the family’s needs and priorities.
Taxation governance frameworks
We assist with the establishment and administration of tax governance frameworks for family groups. Increasingly expected by regulators to be a part of moderate-to-high wealth family group operations, governance frameworks not only support meeting regulatory expectations, but serve to enhance family operations through clarity, accountability, and cohesion across financial, business, and tax decision-making.
Succession, estate and intergenerational planning
For many families, succession or estate planning is not merely the transfer of business interests or wealth, although this is important, but it is often the continuity of legacy, leadership, and purpose through the family group. We work alongside families to craft tailored succession strategies that balance the importance of preservation of family dynamics with structural, tax and legal complexities of succession.
Philanthropic services
Philanthropic initiatives are often seen by families as a critical part of the family legacy, or a valuable initiative in inter-generational education. We assist families in these pursuits, from donations planning through to establishment and management of private charities or foundations.
Accounting and tax compliance
We offer a full suite of accounting and taxation compliance solutions across all business and investment structures, underpinned by enduring investment in leading technology solutions, and enduring commitment to proactive management of our clients affairs.
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