We are committed to our founding principles: independence, integrity, confidentiality, transparency and accountability.
How we can help
Family dynamics
We help our clients establish a governance framework for family decision making in wealth and investment matters. This is tailored to circumstances. It includes formal decision making and review processes and rules of engagement, as well as advice managing intergenerational change. The objective is to create a framework that is robust, accountable and inclusive.
Wealth and business objectives
We analyse and model family wealth and cash flows for the present and into the future. We advise on estate planning, philanthropy, family governance and savings plans. We recommend strategies to protect the wealth and independence of individual family members. We work with our clients’ accountants, tax advisers and other specialists whenever required to recommend the most appropriate investment structures (personal, corporate, trust, superannuation) and implement solutions.
Long term, strategic thinking
Our business partners, legal, tax, accounting, superannuation and, in particular, our custodians, are experienced, trusted and leaders in their fields. They are committed to efficient and economic outcomes.
Deep investment expertise
We advise on financial investment. We assess our clients’ attitude to risk and recommend the appropriate asset allocation for them. We recommend investment in cash, bonds, shares, property and alternative investments. We review and analyse investment opportunities that are not ordinarily accessible. We take a global perspective on our clients’ portfolios. Our recommended investments include direct investment in quoted securities and in wholesale managed funds. Our chosen fund managers are asset class specialists, recognised leaders in their fields of expertise and people with whom we have had long term relationships. Our investment portfolio is expected to continue to outperform our recognised benchmarks.
Support
We report to clients in person and online, regularly, for wealth management issues, investment performance, investment recommendations and for tax and accounting purposes. We respond to queries, ensure outstanding matters are addressed, make payments and provide reminders. It is demanding, detailed, essential and part of our offer.