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.