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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 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.
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.
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.
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.
Partner & National Head of Self-Managed Superannuation
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In the meantime, if you have any questions, please don't hesitate to contact us via communications@au.gt.com.
For many successful families, creating wealth is only the beginning. As your businesses, investments and family interests grow, arrangements that once worked well can become difficult to manage.
Treasury has released the most recent rework of the proposed Division 296 tax. Although it has provided some much-needed relief from the original draft, the rework now includes addition hurdles requiring careful planning and consideration.
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