Family Office is a service for those whose who have achieved financial independence and want to enjoy that success.It ensures that your wealth supports your lifestyle, and the lifestyle of your family in future generations.
Our service includes the management of family assets to minimise risk and ensure family goals are met.
It includes building a vision for how wealth will be managed in the family and how it will pass from one generation to the next, and the plans and actions to ensure that happens.
The day to day management that allows you to enjoy your money not spend your time managing it.
Our answers depend on your questions and challenges, and every solution is as unique as the people that seek us out.
Level 9, 316 Adelaide Street,
Brisbane, Queensland 4000
Telephone: 07 3221 3066
- Private Wealth Management
- Generational Wealth Transfer
- Risk Minimisation
- Asset Planning