Family Office Advisory
The term Family Office has historically been linked to the High Net Worths (HNW) or Ultra-High Net Worths (UHNW). As the definition goes, it is a private wealth management firm or organisation established to serve the HNW or UHNW, individual or family.
James Packer has Consolidated Press Holdings.
Scott Farquhar has Skip Capital.
Cannon-Brookes has Grok Ventures.
Jeff Bezos has Bezos Expeditions.
We think the principle of a Family Office is a great idea. We also think that every business owner that generates over $1m in profit should have a Family Office: A dedicated investment entity which grows and manages, with a clear vision and purpose, the family wealth which is initially generated by the core business.
We have developed our own Family Office and have a playbook and program designed to help other business owners develop, manage and maximise theirs.
Key Capabilities
- Family Office planning & development
- Family Office structuring
- Family Office management
- Family Office succession
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Get in touch today and book a free consultation.
Uniformity
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