We understand the complexities and challenges that arise due to the scale of wealth accumulated by families and the need to maintain it over generations. We have the professional experience to create the structures and disciplines needed to control the process and achieve the desired outcomes while remaining sensitive to the family’s core values.
A family office is essentially your own dedicated financial services business designed to manage your financial affairs where you can choose your level of personal involvement in its operations.
A core function of a family office is to effectively transfer wealth across generations while acting as an inter-generational touchstone for the family's collective values and heritage.
The solution which best suits is likely to involve a combination of in-house resources and external specialist advice and assistance.
The Jaquillard Minns Family Office services includes:
Establishment and running of a family office advisory board to oversee the governance of the family office
Facilitation of family conferences
Family leadership management
Estate planning and asset protection
Philanthropy, foundation advice and administration
Taxation, financial reporting, investment reporting and compliance
David Minns | FCA
Tel: +61 8 8221 6551
What Our Clients Say
David Minns has been working with us for over 25 years as a confidant and trusted member of our Family Office team. He has taken the worry out of managing all aspects of our financial affairs including compliance needs, investment management and administration, risk management, estate planning and family governance. Supported by a dedicated team of caring professionals, David has become a part of the fabric of the family, working across three generations to create continuity and cohesion. We have no hesitation in recommending David and the team at Jaquillard Minns Family Office.
Max Liberman Family Office