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Family Office

Family life can be complicated. Complex relationships, combined with family wealth and business interests, can be difficult to navigate. That’s where we can help.

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

CENTRALLY COORDINATED

Convenient approach that saves time and money

FAMILY SUPPORT NETWORK

Providing wealth education, governance and structure

 FAMILY LEGACY

Building, preserving and transferring wealth between generations

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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.