Lucie has over 13 years of experience in professional services. Early in her career, Lucie worked in Business Services where she focused on assisting small to medium sized family businesses with their business and financial needs including preparation of management reports, financial modelling, reporting and analysis, tax and compliance matters, tax planning and specialised business consulting. Her clients ranged from agriculture, hospitality, medical, transport and property development.

Over the last seven years, Lucie has worked exclusively with high net wealth families providing a holistic view of all aspects of their financial affairs and assisting with their inter-generational wealth planning, estate and succession planning.

Lucie is passionate about ensuring that the family’s wealth, values and legacies transfer across generations and is driven to help families and their emerging generations address both the opportunities as well as the challenges of having significant wealth.

Lucie is dedicated to building strong relationships with her clients and prides herself on placing a significant focus on delivering high levels of service and advice to her clients.

Lucie acknowledges that every family is different and therefore delivers a personalised Family Office service offering to all her clients 

Services:

 
  • Taxation and Accounting
  • Inter-Generational Wealth Planning 
  • Estate and Succession Planning 
  • Family Governance
  • Structuring and Asset Protection
  • CFO support
  • Budgeting and financial modelling
  • Process improvements
  • High net wealth family advisory