What do we mean by Family Office Services?
At LBW we believe that the ‘Family Office’ really means not just the provision of coordinated services across wealth, tax, investment and planning solutions but having those services integrated on the Australian Landscape.
We have a network of contacts which enable us to direct the client to the appropriate resource while we coordinate the delivery and stand behind the results.
In our detailed meetings we aim to develop a deep understanding of the families situations and needs.We have strong interpersonal skills needed to provide the diplomatic solutions to family issues and when they choose us as their advisors we seek to provide these families with a mentor in business, who can act as a sounding board to the family office client.
Our technical knowledge and interpersonal skills enable us to hold our own when it comes to dealing with delicate situations.
Family Office Services:
|Account keeping||Bill paying|
|Booking events||Assist in buying a car or house|
|Cash management||Conducting family meetings|
|Establishing trusts||Establishing & maintaining SMSF’s|
|Estate planning||Finding a general contractor|
|Investment management - custodial services||Legal services - introduction to the right lawyer|
|Maintaining the family website||Teaching basic financial literacy|
|Managing properties||Tax planning|
|Organising charities & charitable trusts
|If you would like to discuss our services or how we can help you in relation to your families needs, please contact either Richard Bull or Michael Betts on (03) 5221 6111.|
Download - LBW Bookkeeping Brochure