Having acted for many successful entrepreneurs and business owners, we are familiar with and have a deep understanding of your needs and the dynamics you can face at both a business and personal level. Most importantly, we recognise your time is extremely valuable.

We cover the full spectrum of advice you require over the business lifecycle, from starting or acquiring businesses, through ongoing management and growth, to exit strategies including trade sales, private equity and transitioning the business to the next generation. More specifically, we can advise you with respect to:

• Preferred / optimal business structures;
• Raising capital;
• Securing bank finance;
• Trade sales;
• Private equity participation;
• Business succession;
• Business acquisitions and expansion;
• Business valuations;
• Shareholder agreements.

Another skill that proves invaluable to our clients is our ability to project manage and coordinate their panel of existing professional advisers. We not only embrace the input of external specialist advisers, but we also actively manage their engagement and contribution to ensure a seamless advice solution for you and your business.

With this integrated “no gaps” advice solution as our point of difference and our foundation, we can also provide you with other services to complete your financial advisory solution, including:

• Bookkeeping and accounting;
• Taxation advisory and planning;
• Taxation compliance;
• Self-managed superannuation advisory and planning;
• Self-managed superannuation compliance;
• Company secretarial;
• Family governance;
• Asset protection;
• Estate planning;
• Retirement planning;
• Investment advisory;
• Philanthropy.

As we partner and assist you on your business journey, we will align every piece of your personal and business financial life in order to offer you a complete, integrated financial solution so you can focus your time and effort on what you do best.

Whether you are the creator and/or steward of your family’s wealth, you are charged with a great responsibility – to ensure that wealth and legacy endures. We can help you manage that responsibility more easily. We intimately understand the complexities and challenges faced by wealthy individuals and families in building, managing and preserving their wealth at the personal, family and business levels.

Being acutely aware that the ‘family office’ is being heavily promoted as the panacea to these complexities and challenges, we have tailored our offering to ensure that your existing or proposed family office solution is right for you.

We recognise that striking the invariably delicate and often notoriously difficult balance between the business of family and the family business and investments is crucial to your family’s harmony, success and endurance through the generations.

We also understand that the majority of wealthy families in Australia and Asia are still very active in business or, if they are not, they still retain some direct business or private equity interests. To that end, we have built a far broader advice capability than that available through more traditional family office advisers. For example, our deep experience in business advisory, incorporating in-house taxation and corporate finance consulting, significantly differentiate our family office model.

Some of the key benefits of our family office model include:

Endless possibilities: Each solution is exclusively tailored to match our clients’ needs and goals.

We are privately-owned: We are not constrained by any third party product or service provider.

We project manage: We take care of the planning, coordination and execution of each client’s unique strategy and coordinate all external advice partners.

We collaborate: We embrace the knowledge, commitment and loyalty of our clients’ existing pool of advisers.

We are connected: We enlist the ‘best of the best’ professional advisers from our unparalleled network of specialists.

Privacy is paramount: Our clients’ anonymity is of the utmost importance.

Retained control: You and your family preserve key decision-making powers as you direct.

As your trusted family office adviser, our services include:

• Family office design, development and management;
• Family governance;
• Taxation advisory and planning including preferred/optimal business structures;
• Treasury including raising capital and securing bank finance;
• Corporate finance advisory including trade sales, private equity participation, business succession, business acquisitions and expansion, business valuations and shareholder agreements;
• Administration and reporting including bookkeeping and accounting and taxation compliance;
• Self-managed superannuation advisory, planning and compliance;
• Company secretarial;
• Asset protection;
• Estate planning;
• Investment advisory;

Ours is an evolutionary approach which delivers you a family office solution for today – from introducing improvements to a single family office to the provision of an outsourced or virtual family office (and everything in between). Whatever your needs, we can assist you.

Although moving to or investing in Australia is an attractive option, the complexity of our migration laws and the potentially savage bite of our taxation system demands detailed and rigorous planning by appropriately skilled and experienced professional advisers to ensure optimal outcomes and a successful experience.

Before moving to Australia, there are a number of migration options that should be prudently evaluated. Together with our carefully selected and aligned migration Advice Partners, we can help you select the preferred option for you in order to enhance your migration experience.

It is also an imperative to ensure that you address all your tax affairs before your migration in order to avoid unintentionally or unnecessarily exposing your foreign business assets and income to Australian tax. We will work closely with your home country taxation advisers to ensure that any cross-border considerations and complexities are expertly managed before your arrival, which is critical.

Before investing in Australia, there are also complex taxation laws which demand careful consideration to ensure your Australian business and investment interests are structured tax effectively. With one of the highest taxation rates in the world here in Australia, specialist management of your taxation affairs is critical.

How can we help you:

• Alignment with selected specialist migration agents;
• Planning for Australian tax residency;
• Establishing commercially prudent and tax effective business structures to optimise your Australian business and investment affairs;
• Assistance in identifying possible business and property acquisition opportunities;
• Due diligence, valuation and negotiation of business acquisitions;
• Funding (finance) structuring and advice on business and property acquisitions;
• Accounting services;
• Management reporting and analysis;
• Taxation advisory and compliance services.

Together with our Advice Partners, we are ideally positioned to help you navigate the complex Australian migration and taxation systems. Our significant experience in assisting migrants and foreign investors and our deep expertise in domestic and international taxation can ensure your Australian experience is optimised from both a personal and Australian tax perspective.