"Founded in 2003 with family groups serviced as far back as 1994, our Family Office in South Yarra places a strong emphasis on building trusted client relationships. What sets us apart from others is the combination of our:* Skills, experience and knowledge to integrate all aspects of family's wealth into a workable, easy-to-understand format - whilst continually educating and working with you to improve your net position* Expertise, gathered since 1989, to successfully manage directly-held private investment portfolios across a range of family held entities, such as family trusts and family superannuation funds* Focus on continuous professional development across all areas of investment and wealth management advice. Call us for more info"
Address: 181 Toorak Rd, South Yarra VIC 3141, Australia
Phone: (03) 8762 1400
State: Victoria
City: South Yarra
Zip Code: 3141
Opening Hours
Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PM
Friday: 8:30 AM – 5:00 PMSaturday: Closed
Sunday: Closed
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