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 issues

  • Private equity
    individuals
    venture capital / private equity funds

  • Public 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.