Our Services
We support family enterprises and the institutions who seek to deal with them across four key areas:
Deals
Specialising in assisting founders, family enterprises and family offices with the sourcing and execution of strategic deals
Investments
Sourcing and introducing a diverse range of investment opportunities which may be relevant to family offices
Advisory
Designed with an understanding of the interaction between optimising family enterprises and custodianship of intergenerational wealth.
Life & Legacy
Helping families create meaningful impact while reinforcing their legacy.
Our unique strength lies in our extensive experience advising at the intersection of families, founders, and institutions. We understand the distinct dynamics and challenges that come with managing family wealth, running family enterprises, and navigating complex institutional relationships.
We understand that no two families are alike. Our approach is built on delivering services that are tailored to meet the unique objectives, values, and complexities of each family enterprise we serve.
We know that trusted networks are a cornerstone of successful family enterprises, and we leverage our extensive relationships to connect clients with opportunities and resources that support their vision and goals.
In addition to serving family principals and their family offices, we provide services to companies and entrepreneurs seeking to engage with this unique investor base. Whether that’s to raise capital, form strategic partnerships, philanthropic endeavours or to partially or fully divest a business, we can help to achieve superb outcomes.
FAMILLE FACT
Family offices now represent over a third of active private capital investors in Australia and manage over $500bn of wealth outside their operating businesses.
Source: Preqin Pro
%
OF ACTIVE PRIVATE
CAPITAL INVESTORS
$
b
OF WEALTH OUTSIDE
OPERATING BUSINESSES
Deals
We specialise in assisting family enterprises, founders and family offices with the sourcing and execution of strategic deals. We connect buyers and sellers of valuable assets, facilitating seamless transactions that align with our clients’ long-term goals. Our team ensures that each deal is carefully structured, diligently executed, and aligned with our clients’ financial vision and growth strategy.
Investments
We research and seek out access to a diverse range of investment opportunities which may be relevant to family enterprises and the institutions who interact with them. Our deep industry relationships and market insights allow us to identify investment opportunities that may suit the objectives of the clients we serve. From private equity and property to alternative assets, we provide the expertise to help navigate complex markets.
Advisory
Our advisory services are designed with an understanding of the interaction between optimising family enterprises and custodianship of intergenerational wealth. In addition, we work for private companies and investment managers seeking to engage with family offices. By leveraging our deep understanding of family office objectives, we help institutions navigate the unique expectations and requirements of major family investors.
Life & Legacy
We understand the intricacy of family office structuring, intergenerational wealth transfer, succession planning and how deeply personal and individual these areas of need are. We also understand the power of philanthropy and community contribution as a key component of helping families create meaningful impact.
