Australia

For high-net-worth individuals and families, managing wealth is about more than just financial growth; it’s about preserving a legacy and supporting future generations. Imagine a future where your wealth not only sustains your lifestyle but also fulfills philanthropic goals and supports long-term aspirations. William Buck offers personalised, sophisticated strategies to help you accumulate and preserve wealth, manage risks and protect your assets. Our family office services ensure seamless multigenerational planning and governance, aligning your financial goals with your family’s values. Partner with us to ensure your legacy thrives for generations to come.

Our services

Wealth accumulation

Our specialist Wealth Advisors work with some of the most affluent individuals and families in Australia, tailoring strategies to generate exponential wealth over time. Our wealth creation strategies involve diversifying investments, maximising after-tax income and managing risk. We advise on global investments that enable world-class outcomes with a domestic overly while ensuring the wealth you’re building is securely protected.

Find out more

Personal and family tax planning

The greater your wealth, the more complex your finances—leading to increased tax implications. Our expert tax accountants implement advanced tax planning strategies tailored to your circumstances to help minimise your tax liability and safeguard your wealth. These include utilising trusts for asset protection and leveraging tax-efficient ownership structures.

Find out more

Risk management and asset protection

Asset protection is essential to safeguarding your wealth from potential risks while ensuring long-term security. By leveraging structures such as trusts, companies and superannuation funds, we help you create a robust framework that shields your assets from legal and financial threats. Our tailored strategies provide peace of mind, allowing you to focus on growing and preserving your wealth.

Find out more

Philanthropy and family foundations set up

We support Australians in giving sustainably to communities and causes they’re passionate about, enhancing their legacies and positive impact. We can establish and manage your tax-effective Private Ancillary Fund, which can assist in generating investment capital and offsetting capital gains. Our philanthropy consultants can also advise on charities you might want to donate to and audit your fund in adherence with ATO rulings.

Find out more

Family governance and multigenerational planning

Strong and transparent family governance aligns family members and defines a clear purpose for family wealth. It establishes processes for decision-making and conflict resolution and supports open, transparent communication. Our family governance frameworks prepare the next generation for a wealth transfer event and include education for younger generations on leadership, ownership and business management.

Find out more

Family Office

As trusted advisors to some of the wealthiest families in Australia and New Zealand, we approach each engagement with care and confidentiality and provide a highly sophisticated, bespoke service. Our Family Office Services team can help you with setting up a family office that aligns with your vision and helps you to achieve your goals.

Find out more

Bringing wealth into Australia

Our team has extensive expertise in tax and compliance matters, providing individuals and families with the confidence to successfully re-establish in Australia. Our team of specialists aims to ensure your transition is as seamless as possible by helping you to understand and minimise the financial risks of migrating and providing guidance on Federal and State legislative frameworks.

More resources for High-net-worth

Dealmaking Insights
Our latest Dealmaking Insights report, research into Australia’s M&A, IPO, PE and VC markets

Doing Business in Australia
The top questions answered to assist businesses looking at operating in Australia

Exit Smart Report
Our latest Exit Smart report, from our national survey on business exit preparedness.

Disclosure of accounting policies
The latest changes to the disclosure of accounting policies

High-net-worth insights

15 August 2024 |Minutes to read: 3

Navigating wealth transfer: strategies and considerations for parents and grandparents

Wealth transfer has become a hot topic at the dinner table for many Australian families. The strong...
23 July 2024 |Minutes to read: 3

Family Office, Do I Need One?

It seems that nearly every affluent family in Australia is either establishing a family office or seeking...
29 April 2024 |Minutes to read: 3

Superannuation Contribution Caps set to increase from 1 July 2024

The Australian superannuation regime is about to change once again, with contributions caps set to rise from...
18 March 2024 |Minutes to read: 3

Maximising your income: a guide to salary packaging for employees

Salary packaging can be an excellent way for employees to save tax. Medical professionals in hospitals, for...
16 November 2023 |Minutes to read: 3

How wealthy does my family need to be to establish a Family Office?

A common question that wealth managers are asked is, “How wealthy does my family need to be...
14 September 2023 |Minutes to read: 3

Investing ethically by using an ESG framework

As a financial adviser that works closely with clients in the medical industry, I am increasingly asked...

Do you have a question you'd like us to answer?

Send it through and we’ll get it to the right person.

Get in touch