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Family office

Affluent families must consider appropriate financial planning and management to ensure their wealth is protected, optimised and, at the right time, transitioned to the next generation.
Your family's financial legacy

Financially successful families must manage their complex wealth in a flexible and holistic manner to ensure it is protected, optimised and passed on to future generations. Not only is this important for effectively meeting the needs of today, but also for setting up an enduring financial legacy for years to come.

Establishing appropriate family financial planning, management and administration will offer peace of mind that all finances, taxes, structures and assets are taken care of. It will also help to maintain family harmony with relevant governance and control frameworks in place.

Tailored advice for your family

Our team of financial experts offer advice on family office matters in accordance with the family’s net worth and circumstances, such as whether they are actively operating and managing a business, the number of family groups being served, the types of investments and co-investment opportunities available, and whether the family is engaging a host of outside advisors or attempting to conduct the work in-house.

Additionally, it is important for affluent families to ensure future generations are prepared and educated to deal with the transition of wealth. Pitcher Partners also offer assistance in family wealth transition and succession planning.

The benefit of family office advice
  • Specialist services, including domestic and international tax advisory and management, cybersecurity, wealth transition and estate planning
  • Access to integrated infrastructure and streamlined processes
  • Consolidated financial and investment reporting to meet all obligations
  • Ability to scale expertise and leverage a breadth of services to achieve cost efficiencies
  • Maintain family harmony through proper governance structures
  • Liaison with lawyers, investment advisors, bank managers and insurance brokers
How can we help?
Family advisory and strategic planning
  • Family governance, including Family Charters and constitutions
  • Estate planning
  • Wealth transition
  • Executor and trustee services 
  • Contingency plans 
  • Mentoring  
Taxation, reporting and compliance

 

Philanthropy and education
  • Philanthropy setup and management
  • Tax consulting
  • Responsible person or trustee services
  • Audits
  • Financial compliance and administration
  • Intergenerational money management and education

 

Investment advisory and opportunities
  • Asset and portfolio management
  • Investment advisory and investment committee
  • Independent advisory board
  • Investment policy construction and review 
  • Asset consulting
  • Investment opportunities

Our experts

asdfafsdfa Ben Brazier

Ben Brazier

Managing Principal

Adelaide


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asdfafsdfa Jeremy Jones

Jeremy Jones

Partner

Brisbane


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asdfafsdfa Ashley Davidson

Ashley Davidson

Partner

Melbourne


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asdfafsdfa Michael Minter

Michael Minter

Managing Partner

Newcastle and Hunter


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asdfafsdfa Christian Golding

Christian Golding

Executive Director

Perth


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asdfafsdfa Lauren Hosie

Lauren Hosie

Partner

Sydney


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Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
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