Family Office

The complexity of today’s business and financial world, combined with the hectic pace of modern living, has seen the term “family office” evolving into a broader based service offering, spanning anything from virtual office to a multi-professional, multi-discipline organisation, capable of comprehensively handling any of their clients’ needs.

The Nexia A&NZ Family Office service solution is orientated towards alleviating the onus of looking after your assets – leaving you free to devote your time to other things that matter in your life.

Our Family Office team works with you to develop, implement and maintain a comprehensive financial strategy to meet your personal, business and family objectives – assisting you and your family in preserving and growing your wealth, protecting against risks and reaching your chosen goals and objectives.

Our comprehensive Family Office service includes:
  • Wealth management 
  • Investment reporting 
  • Accounting and taxation 
  • Mail service 
  • Payroll services 
  • Client relationships 
  • Secretarial and administration
  • Bookkeeping services
  • Finance and banking relationships 
  • Superannuation compliance 

For more information about how you could benefit from Nexia's Family Office services , please contact a local Nexia Adviser.  

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