Family Office Management
How we can help
A family office enables the private financial affairs and capital of a family to be managed across investment classes such as direct property, listed shares, private equity, business interests, philanthropic pursuits and cash reserves.
Working with financial families and individuals, our Family Office integrates a marketing leading service suite for the management of families wealth across generations whilst maximising returns and supporting family values and legacies.
The family office service is designed around the individual family needs through an initial discovery and planning session. Identification of services, risk areas and family goals and aspirations are then documented and a plan implemented.
Having access to key staff and methodologies with the experience to assist with the implementation and management of the family’s financial affairs is critical. Our Family Office provides the core day to day client service team but also draws on the experience of specialist practice groups from a National Association of more than 1,000 staff to deliver the service. The result is the family receives a dedicated client service team that is accessible and understands in detail the family’s financial affairs, whilst being able to draw on our global network of technical advisors when required.
Working with our network of associated advisors to establish and manage your Family Office means you will be provided with many benefits including:
- Access to a dedicated client service team designed to meet your financial management needs
- Co-ordinated and disciplined approach to managing your financial affairs
- Access to leading tax, superannuation, business advisory, financial advisory and philanthropy specialists
- Access to technology to store and manage your financial records
- Ability to separate business and private financial affairs for confidential reasons
- Ability to outsource the day to day management of your financial affairs enabling you and your family to have piece of mind that your affairs are being professionally managed
- Access to structures and management for family wealth preservation until younger family members reach the age and maturity to responsibly manage their own affairs
Ultimately, a family office is all about maintaining harmony amongst family members and at the same time managing your wealth and protecting all your assets in the most effective manner possible.
Detailed services from advisory to administration can include:
- Business and commercial advisory
- Investment portfolio construction, monitoring and management
- Financial & tax strategies for assets protection and wealth transfer
- Philanthropy management
- Intergenerational wealth planning and governance
- Estate planning
- Insurance management
- Retirement, superannuation and trustee services
- Financial reporting and compliance
- Cashflow budgeting and reporting
- Executive Payroll
- ATO and ASIC compliance
- Bookkeeping
- Banking
- Administration / mail management
The service is ultimately tailored to suit your family.
家族办公室
我们是具有数十年服务富裕家族经验的专家 ，尤其是在财务规划，税务计划，退休金再投资，家族信托和遗产规划工作。
我们擅长帮助您理清和简化各项金融相关事务。经过清晰的考虑，我们通过税务结构整合和家庭信托计划来帮助您锁定资产长达数十年之久。
如果您有需要，我们也会为您提供许多与家族办公室相关的外围服务。
重要的是，我们只会按照您的需要，为您私人订制在您名下的，可直接持有的股票投资组合。这对于高净值家族来说，是最为有效，透明，安全且性价比最高的投资方式。
与大多数提供家族办公室服务的金融公司不同，我们绝对不会将客户的钱投资于隐含高额不透明费用和其他风险的管理基金。
资产投资具有重大的责任，不仅仅是对您，更是对您的家庭。因此，一个错误的决定会影响到许多人。
对下一代的投资教育
对于下一代的投资教育是许多来自富裕家庭的父母关心的主要问题。
一些父母为子女设立一个可以由孩子自己选择的股票投资组合，房地产或者是其他投资项目。孩子自己虽然还并不能直接获取这些资产，却可以学习并练习如何投资。当这些孩子成为财产继承人时，他们也成长为合格的投资者。
真正的投资建议专注于适宜特殊客户的个股和房地产，以及它们预期可以带来的收入和增值。您的后代需要了解并且并能够对投资做出明智的决定。
对于未来的投资人来说，了解关于直接于股票和房地产与基于宏观经济陈词滥调之上推销的管理基金之间的区别很重要。
您的后代需要通过一个理性构架来了解投资，而其中最好的是我们网站上列述的巴菲特投资理论和方法。但是，学习投资不仅仅是阅读这些方法论的问题，它们必须被质疑，吸收，并成为一个人智力的一部分。“购买价值，投资要投在刀刃上，长线持有，忽略市场，无视经济，欢迎波动。”
事实上，金融新闻所传递的信息大多数是不相关的。这些新闻之所以层出不穷，是因为记者们需要以此为生。您的子女也会慢慢学到此中不同，以及什么才是真正重要的。
辅助服务
辅助服务可以包括一切可以使您的生活方式更自由，更愉快的东西。例如，雇佣家庭服务人员，园丁，游泳池清洁工，房产维护工人，交易人，度假屋，支付账单，以及我们可以帮助您处理的任何其他事务。我们的服务是24/7的，当出现任何意外情况时，您所需要的只是致电我们。当您旅行海外时，您的家庭安全会得到我们的妥善照顾和安排。