What we offer
Funds Management
We provide funds management and investment services to managed funds and investment companies, these include but are not limited to:
investment management
fund establishment
funds management
due diligence & investigative services
portfolio management
compliance
Capital Raising
Capital raising through:
Debt
banks and other non-bank lenders
convertible note arrangements
bond and warrant issues
rights issuesPrivate equity
individuals
venture capital / private equity fundsPublic funds
Initial Public Offering on a Securities Exchange
Corporate Advisory
Through our expertise, experience and passion for business and corporate advisory services, our team is experienced in the following:
corporate advisory
family office advisory and investment
management buy-outs and buy-ins
corporate governance and compliance
Family Office and High Net Worth Advisory
Families and Individuals
We advise some of Australia’s wealthiest families, backed by the strength of a globally competitive firm.
What we offer is an unparalleled combination of focus, breadth of advice, skill and attention dedicated to the prosperity of your family.
We have successfully guided our clients through a myriad of events such as succession planning, generational change, wealth management, tax structures and exit strategies.
Our overriding objective is to align your family values with your family’s wealth, and to build a sustainable plan for the future.