Family Office
For families of substance, wealth brings its own kind of work: entities to administer, advisers to coordinate, reporting to reconcile, and decisions that carry consequences for generations. Our family office exists so that families can be families — while the whole of their financial world is looked after, discreetly, in one trusted place.
We act as the still centre of a family’s affairs: coordinating a network of trusted lawyers, bankers, wealth managers and custodians — in Australia and overseas — in a calm, disciplined and collaborative way. Our approach is proactive, responsive and flexible, and always mindful of preserving harmony among family members and continuity across generations.
For families whose interests reach beyond Australia, we bring the picture together across borders — consolidating assets, structures and reporting held in more than one country, and liaising with correspondents wherever the family’s affairs require.
How we help
Governance & family leadership
- Development of a family charter and constitution
- Family governance and decision-making frameworks
- Next-generation education and preparation
- Facilitation of family meetings and councils
Structuring & wealth protection
- Structuring for asset protection and wealth preservation
- Intergenerational wealth and succession planning
- Private company, trust and SPV administration
- Coordination of international and cross-border structures
Reporting & oversight
- Consolidated, multi-entity and multi-currency investment reporting
- Investment performance monitoring and adviser oversight
- Financial reporting and compliance
- Cash-flow, treasury and liquidity oversight
Day-to-day administration
- Bill payment and household cash management
- Bookkeeping and record keeping
- Secretarial, administration and mail management
- Payroll for family and household staff
- Insurance and risk management
- Document management and secure record keeping
- Banking and foreign-exchange liaison
Tax, estate & succession
- Tax consulting and compliance
- Superannuation strategy and compliance
- Trustee and estate services
- Estate and succession planning
- Residency and relocation support for internationally mobile families
Legacy & philanthropy
- Philanthropic strategy and giving
- Private and public ancillary fund (foundation) administration
- Stewardship of family values and legacy
Other Green & Sternfeld services
➤ Business Advisory
➤ Business Migration Support
➤ Corporate Advisory
➤ Corporate Affairs
➤ Superannuation
➤ Tax Consulting & Compliance
➤ Tax Grants & Business Incentives
Let’s connect
If you would like to discuss our family office service — or any other way we might help — we would be glad to talk, in confidence and without obligation.