Family Office

Our Family Office has been created to meet the complete financial needs of families and high net worth individual

Our comprehensive range of services are designed to assist families in setting, administering and achieving their financial goals. Services are broken down into various modules so that clients choose, depending upon their particular needs, to subscribe either to a completely outsourced family office or, alternatively, to use specific modules required to complement existing internal resources. These services are provided by MGI Melbourne and B.W. Capital which is our licenced wealth management business and MGI Melbourne Corporate Advisory.

Our people are sympathetic to the particular needs of families and have extensive experience in advising family groups and high net worth individuals. In addition, we have extensive resources and expertise in providing specialist financial investment and taxation advice. Each client will be assigned one of our professionals who will meet with you regularly to assist in developing and executing your wealth management plans.

We recognise the challenges that families face in maintaining life balance and enjoyment whilst preserving and ultimately growing their wealth. Our aim is to take the stress and complexity out of this management process.

Services Overview

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More info:

Joff McLeod
Principal
t: +(61)3 9521 3000

Sue Prestney
Principal
t: +(61)3 9521 3000

Naree Brooks
Principal
t: +(61)3 9521 3000

Stephen Lambert
Executive Manager Representative
t: +(61)3 9521 3000