Our Private Family Office (PFO) effectively coordinates the provision of professional advice to individuals and families to optimise the outcome and ensure an efficient delivery of services. Our PFO provides guidance and advice to key decision makers and their families, ensuring the future success of the business and family, and the enduring wealth of their dynasty for generations to come. This also involves the coordination and facilitation of a family council to manage the ongoing needs of families and their reputation and legacy into the future.
Our PFO enables you to benefit from our skills and experience to work through the myriad of opportunities, strategies, challenges and issues that affect your financial and lifestyle goals. Unique solutions are tailored to your particular circumstances, and take into consideration your entire position, including business opportunities, personal wealth strategies, estate planning and overall succession planning.
We are specialists in our fields, and we source relevant specialists in other disciplines to provide the collaborative approach and best outcome. With our comprehensive understanding of your individual, family and business situation and structures we are in the best position to source the most appropriate professional to liaise with them on your behalf to ensure your objectives are achieved. Part of our PFO is sourcing the right professionals to provide you with the most appropriate advice and an overall specialised outcome.
A PFO is a long term partner is the evolution of your financial and personal circumstances, keeping the interest of your family foremost.
Level 15, London House, 216 St Georges Terrace Perth WA 6000
08 6311 6900
