Family Office

We are experts, with decades of experience working with wealthy families in investment, financial planning, tax planning, superannuation, family trusts and estate planning. We excel in helping you clarify, simplify and manage your affairs.

Tax structures, family trust and company arrangements can lock you in for decades and need to be chosen carefully.

Business succession plans, Wills and Estate Plans need to be clearly thought through.

If you are rich be grateful, careful, and have a lot of fun. Never underestimate your good fortune, and remember that philanthropic efforts are among the best rewards you can have in a life well lived. Life is to be celebrated, especially if you have the means to do so.

Latest Knowledge


Where to invest for income

Where to invest for income A portfolio of Australian stocks with us yields a dividend income return ...

Three vital questions to ask before buying a stock

Three vital “high conviction” questions to ask before buying a stock There are three "high ...

What does it mean to be Value-Focused and Risk-Adverse

What does it mean to be Value-Focused and Risk-Adverse Value-Focused means we will only buy stocks ...