Family Wealth Management Services

Passing a large accumulation of wealth from one generation of a family to the next can often involve a careful process of wealth management that can be complex and stressful at the best of times. Often it will involve the establishment of a family trust account that needs to abide by strict rules and regulations to prevent negative attention from the likes of the Australian Taxation Office and ASIC, among other related bodies. Such thoroughness and attention to detail often requires a specialist in family wealth management services; an accountant or consultant with the training and knowledge to take on the role of wealth management advisor and auditor. If you’d like to set plans in motion for future generations of your family, make an appointment with Ignitus today.

Why Choose Us As Your Family Wealth Advisors?

As your chosen family wealth advisors, the team at Ignitus brings a wealth of experience and knowledge to the table, ensuring any family trust accounts opened are compliant with banking law and that all decisions and actions made on the account are designed to benefit the account beneficiaries. We provide a variety of additional services, including:

  • Resolving tax issues
  • Trust auditing
  • Inheritance planning
  • Business succession
  • And more

Through delivering our family wealth management services, we endeavour to minimise the risks and optimise the advantages for our clients. Contact us today to find out what we can do for you.

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