Australia

William Buck Family Office Advisory is a bespoke service designed to meet the specific needs of clients with assets above $10 million.

As a premium service, William Buck Family Office is ideal for successful business owners, well established investors and members of multi-generational families or not-for-profit organisations.

Through our professional and tailored approach, we provide expert guidance on managing vast, complex and varied wealth portfolios, and offer sophisticated financial and investment solutions for clients who require a highly bespoke and specialised level of service.

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Benefits and solutions

By understanding the whole picture, including your short and long-term objectives, we create tailored solutions to help you reach your goals.

Confidence about multi-generational stewardship, clear purpose, unity, development and preparedness of current and future generations.

Our Family Office team advises clients seeking a more sophisticated, tailored and objective approach for managing and administering their family wealth and that of future generations. Our experience has shown that full family involvement in the estate planning discussion and coaching process produces the greatest benefits. We provide solutions for our clients, ensuring a successful transition of wealth to the next generation. To do this we educate our clients children on how to be responsible owners of family wealth and assets, identify shared values and define a clear purpose for the family wealth.

While there is no ‘one size fits all’ solution because every family is unique with their own dynamics, our governance process is based on three shared yet distinct stages: Awareness, Assessment and Action.

Confidence about multi-generational stewardship, clear purpose, unity, development and preparedness of current and future generations.

Our Family Office team advises clients seeking a more sophisticated, tailored and objective approach for managing and administering their family wealth and that of future generations. Our experience has shown that full family involvement in the estate planning discussion and coaching process produces the greatest benefits. We provide solutions for our clients, ensuring a successful transition of wealth to the next generation. To do this we educate our clients children on how to be responsible owners of family wealth and assets, identify shared values and define a clear purpose for the family wealth.

While there is no ‘one size fits all’ solution because every family is unique with their own dynamics, our governance process is based on three shared yet distinct stages: Awareness, Assessment and Action.

Advice for Trustees on the structures and policies that should be in place to ensure the prudent management of investments with a focus on asset allocation.

Our NFP Investment Strategy Service provides tailored advice to support managing the complex processes of investing funds on behalf of a Trust. This includes the implementation and/or review of an Investment Committee charter, an investment policy and ongoing reporting and benchmarking requirements.

Protecting and enhancing long term legacies, position and impact in the community.

William Buck’s Family Office Philanthropic Service offers an array of tailored solutions that brings together the right people, processes and structures to maximise your chosen social footprint.

We bring the experience and expertise to help your family achieve measurable social impact through meaningful and effective philanthropy – connect you with causes that match your values, helping you achieve effective and sustainable giving, and advancing the value of your philanthropic efforts.

William Buck Family Office is limited only by your requirements. We encompass a full range of services to meet your financial and investment needs, including but not limited to:

  • Financial and investment management
  • Family Office Advisory Services
  • Asset management
  • Succession and estate planning
  • Private CIO/CFO
  • Lifestyle services
  • Taxation advice
  • Family governance, coaching and education
  • Reporting administration and compliance
  • Risk Management

Family Office Specialists

Latest insights from our Family Office team

Investing during market volatility
15 June 2022 | Minutes to read: 4

Investing during market volatility

A client concerned about investing during market volatility asked, “Why wouldn’t I just throw all my money...
What makes a Family Office investor different?
19 March 2021 | Minutes to read: 3

What makes a Family Office investor different?

Successful investors will often think and behave differently to most. This is particularly true when it comes...
Family Office approach to investing
28 January 2021 | Minutes to read: 3

Family Office approach to investing

Every investor wants to build wealth in some form or another. It’s the approach and process that...

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