Family offices manage the financial affairs of high net-worth families, often across multiple generations and jurisdictions. This typically involves overseeing complex wealth structures and diverse investment portfolios and conducting long-term planning to support both current and future family needs.
Managing significant wealth requires a coordinated and strategic approach. Family offices must consider governance frameworks, intergenerational planning, risk management, and investments spanning property, private markets, and global listed assets, while also navigating New Zealand’s regulatory and tax environment.
We provide specialist advice tailored to family offices, working closely with you to deliver integrated financial solutions, strengthen governance, and align your investment strategy with your long-term objectives. Our approach focuses on preserving wealth, managing risk, and supporting its successful transition across generations.
Providing clear oversight in complex financial environments
We began working with a family office that had grown significantly over time, both in wealth and complexity. Assets were held across multiple entities, with different investment styles, reporting frameworks, and priorities across generations.
The family wanted clearer oversight and stronger coordination—without sacrificing flexibility or control.
Our role was to act as a strategic partner, working alongside existing advisers to help simplify decision making and bring clarity to the overall structure. This included:
- Consolidating investment reporting across entities
- Helping articulate shared long-term objectives and family values
- Reviewing asset allocation and investment strategy at a group level
- Supporting major financial decisions with independent, objective advice
With a clearer framework in place, the family now has greater transparency over their total wealth and greater confidence that decisions align with both financial goals and family values—now and for the next generation.
Find out about our process that determines your goals and tailors a plan specifically for you now and in the future.
Understand the beliefs behind the well-diversified portfolios that we employ to build your wealth.