Private Wealth

How we can help with your private wealth

We can help at every step of your journey.

Testimonials

Reaching goals

We assisted a non-resident family who were investing in Australia to realise their desire to immigrate to Australia. All of their other investments were outside of Australia so the family needed to understand the tax residency implications of immigration to Australia – for themselves, and their income producing and luxury assets which would remain offshore. Working with the family prior to their immigration, we helped them to restructure some of their investments to achieve additional asset protection and tax efficiencies, and to establish new structures in Australia for their future investments and acquisition of new luxury assets. We are now supporting them in providing ongoing tax compliance and advisory services as Australian residents earning income from both local and international sources.  

Estate planning

After starting a successful business, investing in property and equity, and creating a self-managed super fund outside of the business, this private client needed help in developing an estate and incapacity plan for himself and his spouse. We worked together to clearly define what was important to them to ensure that, in the event their estate plan was implemented while the children were still young, it would embody their family values and legacy objectives. Following the clear articulation of their values and objectives, we then bought specialist advisers to the client to develop an ideal estate and incapacity plan.