Family Office

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.