Family Office/Private Wealth

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Australian Advisory Pty Ltd is a boutique advisory and family office service provider based in Sydney Australia.

Australian Advisory offers its Family Office/Private Wealth services exclusively by invitation only. Our goal is to ensure the highest levels of personal service and discretion.

Australian Advisory provides its services to high net worth clients, and family and business groups located in Australia, Vietnam and New Zealand.

The Australian Advisory Family Office offers a portfolio of services and solutions:

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  • Investment Management 

  • Corporate Advisory & Structuring 

  • Wealth Management 

  • Business Establishment 

  • Accounting & International Tax Advisory 

  • Banking, Finance & Funding Structures 

  • Legal, Governance & Compliance 

  • Succession & Estate Planning 

  • Risk & Asset Protection 

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Our objective is to manage all the complexities and challenges that arise in a Family & Business Group environment and engage across generations.

Flexibility is key in our approach, ensuring that we can tailor the Family Office to suit the different dynamics, sensitivities and level of involvement of Family & Business group members

The Australian Advisory Family Office offers a portfolio of services and solutions.

Specialist Services and Solutions

Business Application

  • Finding appropriate businesses 

  • Financing and funding options, including co-investing with you 

  • Corporate and management structure 

  • Legal Advice 

  • International taxation advice and accounting 

  • Ongoing business advisory 

  • Governance and compliance 

Investment Solutions 

  • Corporate & Government bonds 

Property-related funding, including: 

  • Equity

  • Mezzanine/Junior 

  • Senior​

  • Warehouse lending/non-bank lending 

Australian Advisory's team of experienced and skilled professionals create the structures and processes required to achieve a Family & Business group’s desired outcomes.

Where required, we bring in external experts in their respective field.

We will also work with existing professional advisers to the Family & Business group to ensure continuity of existing relationships and purpose.