FAMILY
FAMILY WEALTH
MANAGEMENT
FAMILY WEALTH
MANAGEMENT
PERSONALISED WEALTH MANAGEMENT FOR GENERATIONS
Your wealth is an opportunity for security and choices for you and your family.
It is also vulnerable to multiple and changing tax regimes; changing governments; disparate service providers; and short-term thinking.
First Samuel’s Family Wealth Management, often termed a ‘family office,’ will help you both capture the opportunity and address the vulnerability. With confidence.
The days of thinking of wealth management as single-year (i.e. this year), single source (superannuation), single vehicle (managed fund), single tax rate (superannuation) are long gone.
What TO EXPECT
A team of experts
You will have the benefit of the best of First Samuel’s thinking, not just of a single person.
Structural efficiency
We ask “how best to capture your long-term family after-tax investment opportunity?” And not just “how much can you put into superannuation?”
Cross-generational
Many family wealth management opportunities are missed by waiting for your passing. Our management includes cross-generational transfers of income and/or capital for family tax-management or asset protection reasons.
Certainty when events occur
Uncertainty can be very costly. Just having a will is not enough. You need a suite of documents that together provide certainty when ‘events’ occur, both during your life and after your passing. This includes medical, financial, guardianship, etc matters.
Customised investments
Only by customising your investments, can your investment objectives be fully met. This extends to tailored sub-portfolios in different asset classes and a full range of securities not normally available to smaller investors. Different portfolios (e.g. superannuation, individual) can have different objectives, asset mixes and securities.
Administration & reporting
You will want more than the minimum needed to keep your accountant happy. Comprehensive, daily-updated online reports, independently audited accounts, etc will meet your and your accountant’s needs.
Unrestricted advice
This is not just a formal annual review. But unrestricted access to ongoing personal financial advice.
This provides comfort in knowing that advice is always on hand to address changes in your circumstances (e.g. retirement, inheritances) or those external to you (e.g. tax, regulatory changes).
Investment updates
You need to know what’s going on, not only in your portfolio(s), but also in the markets that drive them.
You will receive regular and personal investment updates.
Relationship
Finally, an enduring relationship that each of us values.
Your wealth is more than just numbers. It's about securing your family's legacy, preserving your assets, and achieving your long-term goals. Family wealth management (family office management) offers a multitude of benefits for many individuals and their families.
Book a complimentary consultation today to learn more about our family office service and family wealth management.