About Us

Founded in 2003 with family groups serviced as far back as 1994, our Family Office in South Yarra places a strong emphasis on building trusted client relationships.

What sets us apart from others is the combination of our:

• Skills, experience and knowledge to integrate all aspects of family's wealth into a workable, easy-to-understand format - whilst continually educating and working with you to improve your net position
• Expertise, gathered since 1989, to successfully manage directly-held private investment portfolios across a range of family held entities, such as family trusts and family superannuation funds
• Focus on continuous professional development across all areas of investment and wealth management advice.

By integrating all these attributes into one seamless service and client relationship, including close liaison with their other professional advisers, we believe our clients receive optimal results for their wealth objectives.

You'll find more information on our service offering and approach in the South Yarra Family Office brochure. Please email us for a copy.

Don't hesitate to call us on (03) 9006 9955 for further information. 

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