Family Wealth Services
Accountants for
Every Generation.
We've been trusted by families across Melbourne for over 40 years — advising on everything from SMSF and retirement to inherited businesses, trust estates, and generational wealth transfer.
What We Offer
Family Wealth
Comprehensive advice to protect, grow, and transfer your family's wealth — across every generation.
Family Wealth Planning
A tailored roadmap for growing and protecting your family's financial legacy — across every stage of life, from wealth accumulation to generational transfer.
SMSF Setup & Administration
Establish and manage a Self-Managed Super Fund structured around your family's long-term retirement goals, with full compliance and strategic investment oversight.
Business Succession Planning
We help family businesses plan for seamless leadership and ownership transitions — maximising value, minimising tax, and keeping the family legacy intact.
Inherited Business Advisory
Inheriting a business comes with complexity. We guide you through ownership structures, tax obligations, and strategic decisions so you can build confidently on what you've received.
Trust & Estate Management
We advise on the setup, administration, and tax treatment of family trusts, deceased estates, and inherited properties — ensuring distributions are structured effectively.
Estate & Inheritance Tax Planning
Proactive strategies to minimise the tax burden on inherited assets — including properties, investment portfolios, and family companies — so more wealth passes to the next generation.
How It Works
Our Approach
Family Discovery
We take the time to understand your family's full financial picture — assets, structures, goals, and the values behind them.
Wealth Strategy
We build a tailored plan covering wealth growth, protection, and the most tax-effective way to structure your family's affairs.
Generational Transfer
We structure your assets and entities for a smooth, tax-effective transfer — whether that's a business, property, or trust.
Ongoing Partnership
As your family grows and circumstances change, we adapt your strategy and remain your trusted advisors for the long term.