Family Office

A family’s legacy is the outcome of its collective mission, values, vision and achievements across generations. It embodies the past and is the engine of the family today and its future tomorrow.

Since 1915, firms that are part of Kelly+Partners have been assisting significant families stay organised, develop and execute clear plans together with providing the clarity of reporting to know if they are on track.

While every family is different, their aspirations are uncommonly similar. Our process for understanding the driving mission and values of the family ensures we can assist with development of strategy and structure to deliver in today’s world, as well as be robust into the future.

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

How we engage with Families

The Kelly+Partners approach commences with assisting the family to understand its history, collate its achievements and build a financial record of how its wealth and position has been accumulated over time. From this starting point the mission, vision and values are agreed. From there the team assists in reviewing the existing strategy and structure with the family to ensure it is current and suitable. This process is recorded in a detailed governing document called a Family Charter to provide a blueprint that helps inform future decision making.

Kelly+Partners can assist Families in a way which will help inform their future decision making.

Service Offering

  • family charter
  • finance
  • intergenerational planning
  • family governance, education and leadership
  • strategic planning
  • structuring for wealth protection
  • bookkeeping, payments and administration
  • critical document management
  • tax and accounting compliance 
  • strategic tax consulting
  • M&A transaction services
  • assistance with valuation initiation, review and advice
  • trustee and estate services
  • estate planning
  • philanthropy
  • family office services
  • family business consulting.

– Delivering at its broadest a combination of all of the above.

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