Our Family Office has been created to meet the complete financial needs of families and high net worth individuals.
Our comprehensive range of services are designed to assist families in setting, administering and achieving their financial goals. Services are broken down into various modules so that clients choose, depending upon their particular needs, to subscribe either to a completely outsourced family office or, alternatively, to use specific modules required to complement existing internal resources. These services are provided by MGI Melbourne / MGI Sydney, BW Capital which is our licenced wealth management business and MGI Corporate Advisory.
The family office services include (please click on the heading to expand):
Wealth Advisory & Management
We provide independent, customised wealth advisory and management services, which include:
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Financial Accounting & Reporting
We provide a full range of financial and management reports tailored to the needs of each family. These reports include:
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Administration Services
Our range of administrative services include:
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Property Services
The management of real estate investment is an integral part of our services offering. We are also able to advise and provide independent advocacy to assist our clients with property transactions. Our property services include:
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Accounting Compliance and Taxation Services
We are able to provide a full range of accounting and taxation services including the provision of tax consulting advice for investment entities and individual family members. Our services include:
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Family Constitution and Succession Planning
We have developed a program to facilitate the development of constitutions for family offices. These constitutions cover all areas where individual family members and business/investment interests interact. They are designed to:-
Our Succession Planning program is tailored to specifically meet the individual needs of each family office.
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Superannuation & Estate Planning
The core services offered by our superannuation team include:-
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Philanthropic Services
We can assist your family in structuring and administering the most appropriate vehicle to meet your philanthropic strategy and goals. These services include:-
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Our people are sympathetic to the particular needs of families and have extensive experience in advising family groups and high net worth individuals. In addition, we have extensive resources and expertise in providing specialist financial investment and taxation advice. Each client will be assigned one of our professionals who will meet with you regularly to assist in developing and executing your wealth management plans.
We recognise the challenges that families face in maintaining life balance and enjoyment whilst preserving and ultimately growing their wealth. Our aim is to take the stress and complexity out of this management process.For further information, please do not hesitate to contact us.