Often Private Business owners are too busy working in the business to focus on their personal wealth situation.
At Kelly+Partners we specialise in making sure that the business owner’s entire financial universe is taken care of through our tailored system.
Significant wealth can be earned by business owners through their working lives and when they exit their business. That wealth can survive from generation to generation when it is properly managed.
A Family Office provides the necessary skill, guidance and management of a family’s wealth to build a structure which can help protect that heritage. Kelly+Partners provides a sophisticated Multi-Family Office service which is centralised around the need to integrate the key components of Family Office through a planning methodology.