If your family has accumulated some assets and grown your wealth then perhaps you do need a Family Office. Or perhaps you would like to build on those assets and increase that wealth. These days with all the complexities of trusts, investments and succession planning it’s often wise to have someone who isn’t a family member, but well understands all the issues – big and small – that affect a successful family.Here at Custom Accounting, we offer you all the advantages of a Family Office in one complete package and it is Custom Fit exactly to your needs. You can choose to use all or some of the services we provide to really simplify the day to day running of your family’s business. Our aims are simple: to protect and preserve the wealth you have created, whilst giving you thoughtful, professional guidance to increase that wealth through a variety of means from tax planning to investment advice.
Services & Features
- Listen, understand and then review your existing plan.
- Develop a plan that is Custom Fit to your family’s situation and your needs.
- Regularly monitor your progress, so you always know where you stand.
- Review your superannuation requirements…MORE.
- Retirement and succession planning…MORE.
- Agree on your short and long term goals.
- You work with experts with a high level of knowledge and experience.
- Proactively look for opportunities to maximize your wealth.
- We combine superannuation, tax structures, capital gain tax management, investment advice and portfolio management into a single effective service.
- The reports you get are Custom Fit for you, exactly as you need them.
- All the advice we give you (including tax) is explained by your personal advisor simplifying the number of sources of information down to one place. And we are always available to discuss, explain and solve any issue.
Benefits & Results
- Your family has a strategy to maximize wealth with tax-effective planning while legally minimizing your tax obligations.
- It’s easy to understand.
- The plan is Custom Fit for you – understanding all the issues necessary to give you the highest degree of certainty to achieve your goals.
- The plan is Custom Fit for you and your family – understanding all the issues necessary to give you the highest degree of certainty to achieve your goals.