A centralised services offering, where we support your family’s long-term goals, create a unified strategy, manage varying needs of the family, and ultimately grow your family’s wealth to preserve your legacy for the future.

A well-run family office puts you in the driver’s seat controlling your investments, tracking performance and ensuring the family is staying on track with its vision.

The family office is separate to your family business, instead it is focussed on growing and preserving wealth outside the business and ensuring there is the right synergy between the two. You do not need a family business to have a family office, in some circumstances, you may have sold a business and now have wealth to grow and preserve or alternatively you may have inherited wealth.

Our services

Family Office Services

Our Family Office Services are led by an internationally accredited family business advisor experienced in facilitating family conversations and ensuring family values and visions are aligned.

Family Office Start-up

Our Family Office Start-up package is redefining and democratising family office. We provide a simple 5 step process to ensure your family office is set up correctly in the early stages.

Kirsten Taylor-Martin
Partner & National Head of Family Business Consulting
Kirsten Taylor-Martin