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 Greenwich & Co’s advisers.

We are adept at creating wealth management services to protect and develop the assets of families, while also devising strategies to prepare for the transition of financial portfolios.

We have worked with Family Office clients through personal consultation to create and implement financial strategies that consider their financial status, an analysis of their ownership and stakeholder composition, and construction of portfolios in accord with their goals.

We have cared for family operated businesses with strategic advice and the organisation of matters including shares, property, mortgages, loans and finance, general, business and personal insurances, alternate investments within or external to superannuation funds, and with succession planning.

Our range of accounting and taxation services may be used from preparing and maintaining records to fulfilling reporting and compliance obligations.

For more information, contact our business tax consultants in Perth.