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.