Accountants for high net worth individuals
Specialist advice to high net worth individuals and connection to our specialist networks.
Our Melbourne firm provides specialist accounting and taxation services for HNWI (high net worth individuals) clients (more than in liquid, investable assets).
This involves connecting HNWI clients within our networks in a range of specialty areas, including investment advisory, banking, information technology, estate planning and private equity.
Our HNWI client base in this area includes:
- Many long standing clients who have sold businesses or transferred them to the next generation;
- Senior executives in large listed organisations in Australia and internationally; and
- Other high net worth individuals and families who have accumulated significant wealth.
STRUCTURING ASSETS AND PERSONAL AFFAIRS TO ENSURE ASSET PROTECTION
EFFECTIVE TAX PLANNING TO LEGALLY MINIMISE OR DEFER TAX LIABILITIES
TAX COMPLIANCE AND MAINTENANCE OF SUPPORTING DOCUMENTATION
TAX ADVISORY AND PERSONALISED ADVICE ON TAX ISSUES
CASH FLOW PLANNING
PHILANTHROPHY & LEGACY PLANNING (ESTABLISHING AND ADMINISTERING PRIVATE ANCILLARY FUNDS)
SUCCESSION AND ESTATE PLANNING