At the Phillips Family Office we believe the management of your wealth should focus on ensuring that you and your family can achieve your wider aspirations.
Our specialised Phillips Financial Planning services are designed to help you tackle the delicate challenge of managing and growing your family wealth and balancing the competing needs of your family members and future generations.
Our Family Office services include:
- Designing and implementing tailored investment & wealth
- Strategies from an integrated family perspective
- Establishing family trusts to hold your family investments
- Pro-active management of your family investment portfolio
- Structuring your wealth to allow for a smooth transfer
- Eventually to your future generations.
We have a specific Family Office wealth care program that provides premium level on-going financial advisory and investment management services, year in year out, with up to four formal reviews of your financial affairs & investments each year, and full investment performance reports and valuations for each review.
This program is ideal for high net worth families, entrepreneurs and executives, clients with complex investment portfolios, self-managed superannuation funds, trusts and dynamic business enterprises, and for when you want the confidence of knowing you have a team of financial experts pro-actively ensuring you stay ‘on the pulse’ of your financial affairs & investments.
Assisting you to achieve long term financial security and wealth for yourself, your family and your future generations is important to us.