Family Office

Effective family office support can safeguard and grow your family’s wealth over the short and long-term. High net-worth private groups have unique requirements for wealth and asset management including specialist tax planning, succession and estate planning, reporting, financial strategy and education. Whether you need help establishing your family office or managing an existing one, we can help.

We recognise the complexity of multi-generational family dynamics, and our expert advisors will provide bespoke advice to suit your current circumstance and future objectives, no matter how complex. We have a multi-disciplinary team of experienced, Certified Financial Planners, Chartered Tax Advisors and Chartered Accountants who work seamlessly to give your family the right guidance to build and protect wealth.

Our team advise many wealthy family groups on their family office and wealth management, including families with intricate financial structures, multiple family groups, cross-border investments and family members. Many of our wealthy family clients have been with us for over a decade and a number are former business clients of Baumgartners that have now transitioned into their post-business phase.

We can help you with

• Specialist tax advisory
• Accounting services and financial strategy
• Group structuring
• Wealth management and financial services
• Estate planning
• Succession planning and transition education
• Reporting, compliance and governance
• Philanthropic planning and management
• Asset and portfolio management
• Coordinating advisors including lawyers, bank managers and insurance brokers