Every great private & family business has a story to share

We take the time to build relationships that are based on an understanding of our client’s unique circumstances as well as their business and financial goals. We then use our expertise to help grow their wealth while safeguarding their families and their future.

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  • Private Business
  • Individuals
  • Families
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Assurance (audit & risk)

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Deals & Advisory

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Outsourced CFO

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Family Advisory Services

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Family Office

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Wealth Services

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Philanthropy

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Cloud Enabled Services

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Tax - Corporate & Personal

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Asia - inbound & outbound investment

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Superannuation

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Emerging Companies Services

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Next Generation Survey 2016

Stuart Morley and David Smorgon OAM discuss the findings of this year’s survey.

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"I think we're held to a higher standard than other people, and actually we hold ourselves to a higher standard too, because it's our family business, and we live and breathe it every single day." - Mitchell Symes, Executive Director, Credit Repair Australia.

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"We’re lucky enough to have a very open and inclusive set of family dynamics." - Tim Slattery, Director, Slattery Asset Advisory and Slattery Auctions.

Contact us

Sanjiv Jeraj
Private Clients National Leader
Tel: +61 (3) 8603 3187
Email

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