Family Office Service
Some client family groups require much more than a typical financial advice relationship. They require someone to stand in their shoes and constantly think ahead to make the most of and protect their family wealth for them and the next generations.
We can be your personal mailing house for all your financial affairs, your secure financial document storage provider and your personal Chief Financial Officer (CFO).
If you travel a lot or don’t have the time to deal with it all, our Family Office Service may suit your needs.
We aim to help educate our clients throughout their financial journey with Richmond Wealth
We are fortunate to have more savings and investments that we think we require in retirement. Can you help us with a plan to efficiently transition some capital now (or soon) to our family in a tax effective manner?
We travel a lot and often overlook all sorts of financial paperwork which I’m sure have cost us some significant dollars in the past. Can your firm assist with this?
In the past, our adviser has not consulted with our other professional advisers. Will you work closely with our accountant, solicitor and other advisers to ensure our entire financial world is in order?
Can you help structure our affairs to ensure our kids inherit funds in a flexible, secure manner?
We feel our financial affairs have become to complex. Can Richmond recommend ways to simplify what we are doing?
“We are very busy professionals in the field of Information Technology Services and Consulting. When an opportunity presented itself to sell our business we needed a firm to advise and manage our finances and to hold us accountable to our future financial goals and aspirations. Scott Stanley and the Team at Richmond Private Wealth provide just that.”
A & T Dutton, NSW
At Richmond Wealth we are committed to each and everyone of our clients in helping to secure their financial future. We are transparent, diligent and client focused in everything we do.