Erik Solum, Principal, Family Office
Get in touch
Email Erik Solum
Tel: 0405 578 745
LinkedIn: View Profile

“Ensure you have meaningful relationships with your family, and you will never be lonely.”

Erik Solum

Principal, Family Office

Erik’s wealth advisory and family dynamics experience deliver a unique perspective to his family office clients. Dealing exclusively in providing strategic planning and wealth advisory services to high-net-worth (HNW) families, foundations and endowments, Erik works with multi-generational families to understand and manage family dynamics, design bespoke governance frameworks, navigate the transfer of both wealth and control to the next generation, create stewardship programs, and encourage family harmony and cohesion. Crafting clarity from complexity, Erik helps his clients achieve enduring success through long-term and trusted partnerships.

Family and work balance is important to Erik, and he ensures he enjoys a sit-down meal with his family each day. His mantra advises clients to cultivate meaningful relationships with their families, emphasizing the profound impact on overall well-being and success.

Erik genuinely cares about his clients’ fulfillment and feels privileged to help and service so many wonderful families and believes enduring success is not solely defined by financial metrics but also by the strength and unity of family bonds.

The Facts:

Core Expertise

  • Family Office advisory and administration services
  • Succession planning
  • Investment planning
  • Estate planning and management
  • Philanthropy and impact investing
  • Next generation development & stewardship programs

Qualifications & Associations

  • Master of Financial Planning
  • Graduate Certificate of Professional Accounting
  • Diploma of Financial Planning (RG146)
  • Honors of Business Administration

Industries & Specialisations

  • Family Office
  • Private Businesses
  • Family Businesses
  • Philanthropic foundations