Bill Cook is the third generation of his family to be involved in the family business – William Batters, a real estate agent located in South Yarra, Melbourne.
Like many successful business owners, Bill is constantly facing the challenge of integrating his decisions around business and personal finances. Another layer was added to that set of challenges as he looked to protect the legacy of his business, provide for his children and secure his own future.
For help, he turned to Fordham Partner Richard van der Merwe. Richard has worked with the Cook family for over 15 years. In fact, the Fordham / Cook relationship is even deeper, spanning some 60 years – Bill having also worked in the Fordham office during his high school years.
The successful solution to Bill’s challenge turned out to be the Fordham Family Office service, a powerful and integrated suite of services offered by Fordham and Perpetual, with a trusted adviser sitting in the middle.
Commenced with Fordham in 1984 as a graduate and progressed to partner level in 1997
Richard’s diverse background equips him to manage the varied needs of his large portfolio of private business clients; from valuations and sales, to taxation and superannuation planning. He has had significant exposure to capital markets, including purchase and acquisition, mergers, valuations, capital raisings, finance and sale of business. He has also been heavily involved in helping clients with succession planning, including exiting via the sale of their business.
Richard has a depth of experience in helping clients manage the transition of their wealth from the business to life beyond the business, including the setup of a family office and is a trusted adviser to families over multiple generations.
Responsible, insightful and understanding, Richard is an important asset to Fordham and his clients.
Industry specialisation: Private businesses, their owners and wealthy family’s.