FAMILY OFFICE / PRIVATE WEALTH 

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

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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.

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

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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 

• Business Migration Programs 

• 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.

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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.

Application paper work 

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Legal Advice 

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Panel of migration specialists 

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Business advice and structures 

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School and university options for children 

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Housing location and acquisition 

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Taxation advice and accounting 

Finding appropriate businesses 

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Financing and funding options, including co-investing with you 

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Corporate and management structure 

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Legal Advice 

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International taxation advice and accounting 

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Ongoing business advisory 

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Governance and compliance 

Corporate & Government bonds 

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Property-related funding, including: 

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• Equity funding 

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• Senior debt funding 

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• Junior debt funding 

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• Mezzanine funding 

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• Warehouse lending/non-bank lending (i.e. structuring your own lending/finance warehouse up to AU$250 million) 

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.