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Lucie leads the Family Office practice for the Victorian firm. She has worked exclusively with high net wealth families over the last nine years, providing a holistic view of all aspects of their financial affairs and assisting with their inter-generational wealth planning, estate and succession planning. As an Accredited Family Business Australia Advisor, Lucie has demonstrated a strong understanding of the uniqueness and complexities involved in family businesses.

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.

With more than 15 years of experience in professional services, Lucie has worked across multiple industries including agriculture, hospitality, retail, medical, transport and property development. From assisting small to medium sized family businesses with their business and family financial needs, the preparation of management reports, financial modelling, reporting and analysis to tax and compliance matters and specialised business and family consulting, she has a deep understanding of her clients.

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

Services

  • Business Advisory
  • Business Services
  • Family Office
  • Outsourced CFO
  • Property Advisory
  • Superannuation
  • Taxation

Industries

  • Agribusiness
  • Health and Aged Care
  • Not-For-Profit
  • Property and Construction
  • Tourism and Hospitality