Private clients and wealth management
Bespoke support to family-owned businesses and high net worth individuals.
Private Client Support
Tailored advice for families, founders and private investors
As tax and regulatory systems grow in complexity, managing your financial affairs effectively becomes more challenging, particularly if you have significant wealth, business interests or assets in several countries. For business owners, the interplay between personal and business tax, structuring and succession adds an extra layer of complexity.
How we work
We partner with private clients and family owned businesses to provide cohesive guidance across the tax and wealth spectrum. We take time to build a comprehensive picture of your assets, business interests, financial objectives and time frames, then work alongside you to help you manage and grow your portfolio.
From meeting compliance and regulatory requirements to investment planning and real estate acquisitions, we support you to make tax effective decisions that are focused on growing, preserving and transferring wealth.
Private client and wealth management services
We provide a broad range of services for private clients and family owned businesses, including:
- Succession planning
- Business restructures and rollovers
- Risk reduction strategies
- Small business CGT concessions, including retirement concessions
- Capital gains tax (CGT)
- CGT and indirect taxes
- CGT and intellectual property
- Planning for business sale and CGT
- Property investment and development and CGT
- Structuring for new and existing investments
- Mergers and takeovers
- Business sales
- Rollover relief and restructures
We tailor our support to your circumstances, risk appetite and family dynamics, with an emphasis on practical, long term solutions rather than short term fixes.
Services for private clients
Global Private Client Expertise
Supporting business owners and families
If you are a business owner, your personal and business affairs are often closely linked. We can help you to:
- Identify and execute appropriate growth and exit strategies
- Manage capital gains tax (CGT) on the sale or restructuring of business assets
- Access small business CGT concessions, including retirement concessions where available
- Develop and implement succession and estate planning strategies
- Plan for intergenerational wealth transfer and governance
Our advisers work with you and your other trusted professionals to align business decisions with personal objectives.
Domestic and cross border private client support
Our Australian private client and tax team works closely with international accounting and tax specialists across the Moore Global network, which operates in more than 100 countries. This allows us to advise with confidence on cross border and international transactions, including:
- Property investment and development with international aspects
- Ownership of assets in multiple jurisdictions
- Business restructures and rollovers involving overseas entities
- CGT and indirect tax issues connected to foreign investments
Whether your affairs are primarily Australian or international in scope, we aim to give you a clear, coherent strategy across your business and personal interests.
Start a conversation about your wealth
Share a few details in the form and one of our advisers will contact you in confidence to discuss your circumstances, understand your priorities and outline how we can support you with bespoke advice across wealth management, family structures, superannuation and estate planning.
- Contact Us
- Request for Proposal