Family Office
We’re here for you
Bespoke and sophisticated financial and investment solutions for families and family businesses to establish, operate and control their own family office structures
More than just advisors
Is William Buck Family Office right for you?
Are you a successful business owner, member of a successful business family or an individual with a significant wealth holding?
Do you have sophisticated, unique, complex and/ or challenging financial and wealth requirements?
Are you seeking long-term security for the significant wealth you’ve built over time?
Do you prefer a trusted advisor who understands the complete picture?
Do you wish to impart a higher level of financial and investment knowledge to your children?
Is privacy and a discreet, customised service very important to you?
Do you require 24-7 access to your advisor and rapid responses?
Do you have various family dynamics to take into account?
Do you want comfort in knowing highly experienced and trusted professionals are carrying out the necessary checks and balances?
Whatever your needs, our service are delivered professionally, personally and with complete regard for privacy.
Helping Family Offices
We understand that everyone is unique and this extends to your financial investments and lifestyle requirements.
Well-established business owners or highly successful individuals and their families may need an expert guiding hand in managing vast, complex and varied wealth portfolios.
For others, supporting the next generation through financial assistance is a primary concern. Education and the provision of essential tools can help your successors to make smart investment decisions along their own wealth journey.
No matter the requirement, William Buck Family Office can help.
We’ve been assisting leading business owners, families and individuals in Australia and their financial and investment requirements for decades.
For William Buck Family Office clients, it’s not just business, it’s personal.
What is William Buck Family Office?
William Buck Family Office is a bespoke service designed to meet the specific needs of clients with assets in excess of $10 million. It is a premium service ideal for clients who own or run highly successful businesses, are well-established investors or members of multi-generational family businesses or not-for-profit organisations.
These clients require a highly tailored and specialised level of service which may include:
Family Governance and Family Office Advisory Services
Financial and Investment Management
Philanthropic Services
A Family Office is a hub of resources that families can access to build the structures that best fit their needs. The services should allow families to engage openly with as many advisors and professionals as they require. Taking a global best-of-breed approach to selecting opportunities, investment due diligence, external advisors and manager selection is crucial in creating the best possible solutions.
Types of Family Offices and Services
There is no one type; every family designs their own unique structure to suit their needs.
A Single-Family Office serves one family typically with a minimum $100 million or more to invest. A MultiFamily Office’s approach is an outsourced service that serves more than one family where pooling costs make them viable with amounts of around $25 million or more, providing access to a range of high quality niche services.
The role of the Family Office is to coordinate all the requirements for investment strategy and policy, philanthropy, education and coaching the next generation, reporting and administration, as well as the governance processes for decision making and performance management.
Other types of Family Office services are technical and require expertise in coordinating tax and legal advice, money management, compliance, cyber security, bookkeeping and concierge.
Benefits of having your own Family Office
A Family Office provides flexibility and control over several areas including:
A family legacy and its durability
A structured approach to engage the next generation
Extreme privacy and a whole-of-family approach
Greater focus, due diligence and access to unique investment opportunities
Family Office services meet a growing need for specialised advice in the management of succession and inter-generational transfer, the practicalities of the current historic wealth handover and the decision making involved.
The main advantage of taking a multi-generational or ‘stewardship’ approach is the ability to leverage a longterm perspective. This means your family’s success and legacy can be appropriately managed and preserved for the benefit of future generations.
Family Office Advisory Service
Our Family Office Advisory Service helps facilitate the implementation of best practice family governance and wealth management structures which align your family values, history, position in the community, legacy, family wealth and your business.
The types of services that fall under a Family Office structure include:
Family governance, coaching and education
Investment strategy, policy and governance plans
Sourcing independent advice, opportunities, and investment due diligence
Implementation of investment strategies
Philanthropy
Reporting, compliance and administration
Concierge services such as bookkeeping, bill paying and other lifestyle services
Separation/integration with family business resources
William Buck Family Office Team
William Buck Family Office is an extension of the highly successful Wealth Advisory Division that continues to be the trusted advisor for many of Australia’s leading business families. We operate under our own financial service license with direct and unmatched investment capabilities.
William Buck Family Office is also supported by an Investment Committee with more than 100 years’ combined experience and draws on the resources and network of chartered accounting and advisory firm William Buck which has offices across Australia and New Zealand.
Our team has a strong track record of assisting private clients to achieve their specific wealth objectives. We’ve built on this experience to create a bespoke and integrated service offering to raise the bar for our elite and private clients. We combine sophisticated professional capabilities with a boutique delivery style, providing our clients with personal commitment and attention.
Access to premium services
The premium service offered by William Buck Family Office is limited only by your requirements. It encompasses a full range of services to meet your financial and investment needs, including but not limited to:
By understanding the whole picture, including the short and long-term objectives, we create tailored solutions to help you reach your goals.
William Buck Wealth Advisors (SA) Pty Ltd
ABN 36 076 858 494
AFSL No. 230637
Australian Credit License No. 230637
William Buck Wealth Advisors (VIC) Pty Ltd
ABN 18 089 457 942
William Buck Wealth Advisors (NSW) Pty Ltd
ABN 93 002 367 839
AFSL NO. 240769
Australian Credit License No. 240769
William Buck Wealth Advisors (Qld) Pty Ltd
ABN 76 158 860 185
AFSL 232 705
Australian Credit License No. 232 705
New South Wales
Telephone +61 2 8263 4000 nsw.info@williambuck.com
Victoria Telephone +61 3 9824 8555 vic.info@williambuck.com
Queensland Telephone +61 7 3229 5100 qld.info@williambuck.com
Western Australia
Telephone +61 8 6436 2888 wa.info@williambuck.com
South Australia
Telephone +61 8 8409 4333 sa.info@williambuck.com
New Zealand
Telephone +64 9 366 5000 info@williambuck.co.nz
William Buck is an association of firms, each trading under the name of William Buck across Australia and New Zealand with affiliated offices worldwide.
Liability limited by a scheme approved under Professional Standards Legislation.
William Buck Wealth Advisors (Qld) Pty Ltd (ABN 76 158 860 185), trading as William Buck Advice (Qld) and William Buck Family Office (Qld); Authorised Representative and Credit Representative of Hillross Financial Services Limited (ABN 77 003 323 055), Australian Financial Services Licensee and Australian Credit Licensee
williambuck.com
