Providing advice to families goes beyond the capacity of any one professional adviser. Our Multi-Family Office approach delivers a well-coordinated, collaborative effort by a team of specialists to provide the scale of planning, advice and resources needed to meet the bespoke needs of our private wealth clients.
Using specialists or working with your current tax advisers, we ensure that your tax strategy compliments your overarching wealth management strategy, while ensuring that any beneficiaries are mentored to understand your tax and investment strategy.
We will define and implement an investment strategy that is in line with your goals, preferences and parameters, and helps build and protect your family’s wealth. We provide on-going research and management to ensure that your asset allocation is maintained.
Our practice is built around the whole of family. We will provide education, planning and coaching to you and your extended family to ensure your strategy is understood, and your legacy is a joint, intentional effort.
As a central hub for your financial needs we also offer to provide management of bank financing, balance sheet analysis and the co-ordination that is required to achieve an integrated financial strategy.
We understand how important it is to leave a strong and robust legacy. Woodbury offer a whole of family service, supporting the extended needs of our client’s families; providing services to educate, advise and facilitate wealth transfer across generations including Estate Planning.
Our clients love to support their communities and causes. We can structure your giving into your financial plan to ensure that the contribution and difference you make is maximised.
We can also ensure that the administration and management of your property, travel and lifestyle assets are looked after, and your time is spent enjoying them, rather than maintaining them.