Private Clients

Financial certainty contributes to our clients' health, quality of relationships and ability to focus on what really matters in life.

At Kelly+Partners, we are the Private CFO to a significant group of high calibre individuals who are CEOs, industry leaders, private business owners and leaders in arts, sports, politics and business, together with custodians of wealth.

From a simple desire to assist families maximise the best of themselves Kelly+Partners has grown to be Sydney’s leading partner to private clients of significant drive, achievement and wealth.

How we engage with Private Clients

All of our Private Clients are different, though our trademarked proprietary process has been designed to firstly understand the client through a process of profiling, then we undertake a detailed review of the client's situation, next we present our findings and make detailed recommendations to improve the past and design a compelling systemised future for handling the progress that client desires.

Service Offering

Our service offering is delivered in our trademarked integrated advice system with core areas of expertise as follows:

  • Strategic planning
  • Structuring for wealth protection
  • Financial management, administration and custody
  • Bookkeeping, payments and administration
  • Critical document management
  • Tax and accounting compliance 
  • Superannuation (SMSF) compliance
  • Strategic tax consulting
  • M&A transaction services
  • Assistance with valuation initiation, review and advice
  • Trustee and estate services
  • Estate planning
  • Philanthropy

Download the Private Clients Brochure