Family Office

Investment strategy and policy for all family needs, access a broader range of unique opportunities and long-term security.

William Buck’s Family Office Investment service is based on the knowledge that families and individuals of significant wealth require a more personalised solution, tailored for all stakeholders within their group. These individuals also require access to a broad range of opportunities that complement their history, legacy, existing assets and team of advisors. Our solutions are unique and built on strict diligence criteria and astute advice and implementation. Not readily available through traditional wealth management platforms, our Family Office approach encapsulates bespoke investment solutions, financial strategy, policy and governance services.

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.