Family Office

Clarke & Company recognise time constraints and this service is designed to assist with the day-to-day administration and management of your financial affairs. We specialise in providing a full range of strategic solutions to protect, develop and allocate family wealth.

Private client portfolio services and sophisticated back-office resources provide budgeting and cash flow management, risk management, accounting and document record keeping relating to wealth management, asset structuring, wealth administration, lifestyle planning and elder support.

Combined with our experience in Private Business Services this enables us to provide:

• Complete Family Office.
• Daily update of transactions, income, expenses, investments, capital gains/losses and taxation.
• Meetings with family and financial advisers as required to review investments, taxation strategies.
• Cash flow analysis including regular and special distributions to beneficiaries.
• My Portfolio online access via Praemium website.
• Administration services including internet banking (with client approval), pay accounts, bank income and monitor bank account balances.
• Taxation planning including superannuation fund/strategies/pension/accumulation/downsizer contributions.
• Estate planning including liaising with Wills and Estates lawyers.
• Succession planning – tax effective intergenerational transfer of assets.
• Wealth management, asset structuring, lifestyle planning, aged care.
• Superannuation – a complete service for Self-Managed Superannuation Funds including outsourcing audit.