Riches ..very seldom remain long in the same family” - Adam Smith
Your family has accumulated wealth over many generations and your wealth is too much for you to manage on your own with your other responsibilities. Often it is difficult to know where to turn when managing your family’s assets. You may be looking to hire a Family Office. iMoney Wealth Management is a trusted wealth management company that can be your Family Office expert. We have Certified Financial Planners who uphold the high standards of the Financial Planning Association of Australia and have rare academic and professional achievements. They are experienced wealth managers and financial advisors that are here to help you with all your family wealth management needs.
What is a Family Office?
It is a private company that manages investments and trusts for well to do families. The company's financial capital is the family's own wealth, often accumulated over many family generations. iMoney Wealth Management can offer to manage the following areas as your Family Office financial adviser :
- arrange day-to-day accounting and payroll activities for your family business
- direct management of legal affairs
- family management services-family governance, financial and investment education, philanthropy coordination, and succession planning.
iMoney Wealth Management provides a Family Office style relationship and can help you to resolve financial conflicts in the family by offering advice that does not take personal interest into account. We only represent you. iMoney Wealth Management offers one of the best solutions to managing the liquid assets of a family business such as real estate, companies and art. Our financial advisors will help you to develop a comprehensive wealth management plan for managing your liquid financial assets. Our financial advisors can offer Family Office style assistance to meet your family’s unique circumstances. We can help you to achieve your family business investment needs both short and long term as well as immediate threats to your family’s wealth. Our wealth management services are provided by certified financial planners who will provide you with the best information available. We were a finalist in the 2011 Sydney Small Business Awards in the category Professional, Business & Financial Services.