Family Office

At Moore Australia, our practitioners have been adept at creating wealth management services to protect and develop the assets of families, while also devising strategies to prepare them for the transition of their financial portfolios.

Clients with significant assets that require management and strategies for preserving and growing their wealth for future generations of family members have appreciated the professional integrity and trusted advice delivered by Moore Australia advisors.

We have worked in conjunction with these clients through personal consultation to create and implement a financial strategy that considers their financial status, an analysis of their ownership and stakeholder composition and construction of a portfolio that is in harmony with their goals. 

Moore Australia adopts an approach of being an office extension of their business. We look after their assets and affairs so that they are relieved to enjoy life’s other pleasures without the burden related to financial management.

We have cared for them with strategic advice and investment organisation of matters such as shares, property, mortgages, loans and finance, general, business and personal insurances, alternate investment from within or external to superannuation funds and with succession planning.

Our full suite of accounting and taxation services is utilised and we prepare and maintain accurate records to fulfil reporting and compliance obligations.