Family Office

Working directly with you, or complementing the work of your professional partners

HELPING YOU CAPITALISE ON OPPORTUNITY

Your financial and wealth management needs might be of a nature and complexity that demand full time management from a family office.  Our expertise, industry knowledge and high service standards can complement your existing arrangements, helping you and your professional partners to facilitate and advocate your family’s needs and objectives. Our goal is to provide recommendations that reduce complexity, improve efficiency and complement existing solutions, advice and needs.

We can work either directly with you, or as part of your immediate team, to provide:

  • Banking solutions for your domestic and foreign currency requirements supported by online transaction services 
  • Insights into domestic and global investment markets
  • Solutions tailored to meet your investment needs  aligned to your objectives and Family Charter  
  • Advice on intergenerational wealth transfer, philanthropic pursuits and the education of future generations 

TAILORED ADVICE. OUTSTANDING SOLUTIONS.

CONTACT US

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Information provided is general in nature only and does not take into account any persons personal needs, circumstances or objectives. ANZ recommends that you read the applicable Product Disclosure Statement or offer document before deciding to acquire or hold any product. Fees, charges and eligibility criteria apply.


ANZ Private Bankers are representatives of Australia and New Zealand Banking Group Limited (ANZ), the holder of an Australian Financial Services Licence.