PROTECTING YOUR FAMILY’S FINANCIAL LEGACY
We know that every family is different. Our Family Office will work with you to develop a tailored solution for your family’s unique needs. Our dedicated team will help you plan for your future, protect and grow your wealth, and facilitate the transfer when the time is right.
Family Office covers everything from estate planning, trusts, tax structures and investments through to philanthropy, succession and lifestyle assistance. We can help you live the life you want, create a lasting legacy and prepare the next generation to take over the reins.
And, in the process, we hope to make your family life a little easier.
FAMILY OFFICE OFFERS AN INTEGRATED RANGE OF FINANCIAL AND LIFESTYLE SERVICES
TEAM OF SPECIALISTS
Working on your behalf, familiar with the complexities of your situation
Convenient approach that saves time and money
FAMILY SUPPORT NETWORK
Providing wealth education, governance and structure
Building, preserving and transferring wealth between generations
SECURE YOUR FAMILY’S FUTURE
To find out how we can simplify your family life and secure your family’s financial legacy
phone Pat Donato, Fordham National Managing Partner, on 03 9611 6645.