Family Office

Clients with significant assets that require management and strategies for preserving and growing their wealth for future generations of family members have appreciated the professional integrity and trusted advice delivered by Moore Stephens advisors.

Our practitioners have been adept at creating wealth management services to protect and develop the assets of families, while also devising strategies to prepare them for the transition of their financial portfolios.

We have worked in conjunction with these clients through personal consultation to create and implement a financial strategy that considers their financial status, an analysis of their ownership and stakeholder composition and construction of a portfolio that is in harmony with their goals. 

Moore Stephens adopts an approach of being an office extension of their business. We look after their assets and affairs so that they are relieved to enjoy other life’s pleasures without the burden related to financial management.

We have cared for them with strategic advice and investment organisation of matters such as shares, property, mortgages, loans and finance, general, business and personal insurances, alternate investment from within or external to superannuation funds and with succession planning.

Our full suite of accounting and taxation services is utilised and we prepare and maintain accurate records to fulfil reporting and compliance obligations.

For more information about our family office services, download a copy of our brochure by clicking here or reach out to us by clicking here.