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FAMILY OFFICE

WHAT IS FAMILY OFFICE?

Traditionally a family office is the provision of advisory and management services to high net wealth individuals & their families across all aspects of their finances.

THE VANTAGE FAMILY OFFICE

We believe that our family office service is more than providing a group of integrated services, we spend the time required to gain an understanding of the objectives of the family & most importantly the inter personal relationships within the family in order to deal with sensitive and delicate situations..

Through our extensive knowledge and training, Vantage Partners can bring a new dynamic to a family office service that provides innovative solutions to a unique set of problems within a family. Our key strength is that we can utilise our contacts as resources, ensuring the highest level of advice and quality that delivers a superior result achieving the goals of the family.

FAMILY OFFICE SERVICE GUARANTEE

Our Family Office service guarantee is that you will work closely with the partner that will act as a mentor and sounding board in business and at the same time delivering exceptional value to the family. A key objective is to develop and build long term relationships with families based on our core values of integrity, objectivity, reliability and knowledge.

OUR FAMILY OFFICE SERVICES INCLUDE:

  • Structure advice & taxation minimisation
  • Wealth preservation and asset protection
  • Inter-generation wealth & planning
  • Estate management
  • Bookkeeping and financial statement preparation
  • Retirement & superannuation advice
  • Strategies to grow business and asset bases
  • Representation during reviews & audits conducted by government departments
  • Investment and wealth reviews, planning & monitoring
  • Finance structuring
  • Family legacy and philanthropic advice

If you have a question regarding any aspect of Family Office please contact us.

OUR SERVICES

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