Family, Business & Wealth

Personal commitment. Professional expertise.

We’re dedicated to helping families find positive outcomes for their business and personal objectives.

Our combination of expertise, insight and empathy enables us to ask the difficult questions and explore every aspect of the family dynamics.

Only when we have achieved an holistic understanding of their unique circumstances do we develop the strategies that will help realise their aspirations while providing the best possible chance for family harmony and continuity.

How can we help your family and your business achieve your long term goals?

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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

Our clients

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Once in a Lifetime

Australia's intergenerational succession

Contact us

Stuart Morley
Head of Wealth, Private Clients
Tel: +61 (3) 8603 0280
Email

David Smorgon OAM
Executive Chairman, Family Advisory
Tel: +61 3 8603 1368
Email

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