FAMILY OFFICE / PRIVATE WEALTH

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
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Corporate Advisory & Structuring
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Wealth Management
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Business Establishment
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Accounting & International Tax Advisory
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Banking, Finance & Funding Structures
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Legal, Governance & Compliance
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Business Migration Programs
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Succession & Estate Planning
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Risk & Asset Protection
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 & SOLUTIONS
Australian Business Visa
Business Application
Application paper work
Legal Advice
Panel of migration specialists
Business advice and structures
School and university options for children
Housing location and acquisition
Taxation advice and accounting
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 (select from one or more of:)
Corporate & Government bonds
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.