To grow and preserve your family legacy over the long term, we can help you build or reimagine a family office tailored to your needs, simplify the complexities of your finances and manage the risks associated with an increasingly complex environment.
Working with you and your team of trusted business and financial advisors to develop an overall plan that encompasses key areas, including operations, technology, staffing needs, advisers and governance that is truly built around you. Regardless of the size, type or complexity of your organisation, we help you build the structure that best serves you to be future-proof and shock-resilient.
We have identified the key areas you will need to consider when building or re-imagining your family office. We call these the four cornerstones of your future-ready family office.
Build your future-ready family office in 4 steps
Providing peace of mind that all is being taken care of in a professional, systematic and efficient way.
Establishing a family office might seem overwhelming, but it doesn't have to be. Our comprehensive four-step guide to constructing your family office breaks down the process for easy understanding. Our goal is to enhance your confidence in navigating the procedure, supported by our network of professionals ready to assist.
Crafting a successful family office takes strategic planning and design. With decades of experience, we are here to guide you through each phase – from initial assessment and vision development to creating work plans and executing them. Together, we can develop a strategic approach to effectively manage the intricacies associated with a family-owned business
Make your family office future-ready with PwC’s family office Diagnostic Tool
Is your family office ready for tomorrow?
For those with an established family office we use the PwC family office Diagnostic Tool, an exclusive web-based framework that provides an intuitive analysis of the services, processes, and risks contained within a family office.
Our benchmarking tool is structured on the 8 fundamental frameworks outlined in PwC's Family Office Services, encompassing more than 200 questions derived from best practices for effective family offices. This framework delivers a transparent result, empowering our teams to tailor services essential for you.
Dedicated family office experts?
We are local experts that are part of an extensive global network of multi-disciplinary teams at the cutting edge of professional service for family offices.With more than 160 years of experience and globally 5,000 people dedicated to serving family offices and wealth holders, we can help you set up your family office or strengthen its foundations.
Upcoming events by PwC's Family Office
To learn more about our events, please contact us via the form below.
Contact us
Contact us
Bruce Ellis
PwC | Private | Partner - Family Office Tax, PwC Australia
Tel: +61 3 8603 3303
Matthew Gurner
PwC | Private | Partner - Family Office, PwC Australia
Tel: +61 (8) 9238 3458