JM Family Office
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.
> strategic planning.
> estate planning and asset protection.
> philanthropy, foundation advice and administration.
> taxation, financial reporting, investment reporting and compliance.
If you would like more information click on the link below.
JM Family Office
To discuss any aspect of JM Family Office service in more detail, please speak to David Minns on 08 8221 6551.
What Our Clients Say
We established a Family Office in November 2011 and it has been a very positive and essential shift in effectively managing our affairs. It has also been a productive learning experience for me personally as well as for my children. David’s sensitive leadership in guiding our family conferences and meetings, his strategic planning and his prudent approach to risk management provides us with a solid structure to manage our Family Office, our Private Ancillary Fund and Ngeringa Arts.