We are a team of highly skilled specialists located in Melbourne, Sydney and Perth. We focus on the issues that concern families of scale and not for profits. With skills spanning family strategists, investment advisers and managers, trust experts, taxation specialists, accountants and philanthropic advisers we deliver integrated solutions and services. However, the primary contact for each client is a single experienced professional who works to ensure that all services are delivered in an efficient manner and that the specialist expertise is effectively leveraged as and when required.

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