Secure your legacy

William Buck’s Family Office service supports wealthy families to preserve and build their wealth and their legacies, establish strong and transparent governance, undertake successful wealth transfers and prepare future generations for stewardship.

Operating within an integrated firm of financial and business advisors enables us to use our expertise and compile a team of experts based on your circumstances to meet and exceed your goals.

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, personalised service.

How we can help

The Family Office model can be hugely valuable when it comes to protecting and deploying the capital pool and investing in the wellbeing of the family group.

A Family Office advised by William Buck provides:

  • Flexibility and control over your family legacy
  • A strong and transparent governance to ensure successful wealth transfer
  • An education framework to develop and engage the next generation
  • Complete privacy and confidentiality, a whole-of-family approach
  • Unique investment opportunities that align with the family’s interests
  • Full decision-making control to the family over its assets and investments
  • Guidance around philanthropic pursuits

A Family Office structure to meet your needs

William Buck tailors Family Office services to your needs. As your family grows, engaging multiple generations to achieve long-term interests becomes more complex. We recognise this and will adapt and evolve your Family Office structure so that it always meets your needs. Our Family Office services are limited only by your requirements.

Key solutions

  • Identify the right ownership structures to minimise tax and optimise cashflow
  • Assist trustees in the prudent management of investments with a focus on asset allocation
  • Investment committee charter, policy and ongoing reporting
  • Recruitment, contracts, payroll, management structure and organisational chart
  • Based on three distinct stages: awareness, assessment, action
  • Educate future generations on leadership and ownership
  • Identify shared values and define a clear purpose for family wealth
  • Wills, estates, testamentary trusts, trustee services
  • Tailored strategies to support the transition of your business assets and personal wealth
  • Maintenance of a personal asset register and depreciation schedules for aircraft, boats, vehicles and properties
  • Management of residences including cleaning, maintenance, gardening, furnishing, refurbishments, etc.
  • Protect and enhance your long-term legacies, position and impact in the community
  • Achieve effective and sustainable giving through causes that match your family’s values
  • Identify opportunities for tax optimisation

Frequently asked questions

What is a Family Office?

A Family Office is a specialised entity tailored to oversee the extensive financial, investment, and often, personal affairs of high-net-worth families. At its core, the Family Office services provided by establishments like William Buck Family Office in Australia are focused on wealth preservation, governance transparency, and transgenerational wealth transitions. Serving as a family’s bespoke financial advisor, wealth manager, and more, it’s designed to cater to unique family needs and ambitions, ensuring their financial legacy prospers across generations.

Who needs a Family Office?

Family Office services are essential for affluent families, high net worth individuals, and families with intricate financial structures. Family Office services are beneficial for those intent on establishing transparent governance, managing multifaceted assets or navigating the complexities of passing wealth across generations. 

The Family Office Australia landscape, with William Buck as a prime example, caters to a diverse clientele. From individual entrepreneurs and high-net-worth personalities to multi-generational families, a family office is a cornerstone for those aiming to align financial strategies, preserve wealth, and ensure future family generations are primed for financial stewardship.

How much money do you need for a Family Office?

The financial threshold for establishing a Family Office can vary and is often influenced by the depth of services required and the family’s specific objectives. While Family Office services are traditionally linked to substantial liquidity events, it is more about the value and complexity of assets rather than a strict monetary amount. Early establishment of a Family Office, even before significant liquidity milestones, can yield profound benefits.

Family Office Specialists