Services - Family Office

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.

Specialists in family businesses

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.

Kelly+Partners deliver:

• Planning, Integration and Execution
  Taxation, wealth, retirement, estate, owner and succession planning.
• Risk Mitigation
  Asset protection and risk evaluation.
• Investment Strategy
  Provided by external experts.
• Recording and Reporting
  Consolidate reporting, family wealth appreciation, discipline and diligence.
• Lifestyle Management
  Bill payment, cash flow management, taxation and compliance, coaching.
• Family Philanthropy
  Mission, giving, foundation.
• Family Continuity
  Family creed, integration of family and business, intergenerational wealth transfer.