In a rapidly changing world, clients need broader and more sophisticated advice than at any time in the past.
Protect your legacy
Estate Management Services
Plan your estate and succession with accountants who pride themselves on building enduring, rewarding relationships. Kelly+Partners can help you protect your assets and safeguard your legacy for future generations.
Assessment and Ongoing Performance Reviews of Investment Managers
Administrative Functions, such as Bookkeeping, Bill Paying and Mail Management
Comprehensive Financial Oversight of all Illiquid Financial Assets
Comprehensive Monthly Reporting of all Family/Estate Activity
Critical Document Management
Daily Management of all Liquid Financial Assets
Facilitation of Estate Planning and Management
Family Governance Structures, Education and Intergenerational Planning
Estate Office Team
South West Sydney
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Sleep better knowing you and your business are in the right hands
Liability limited by a scheme approved under professional standards legislation. Each office of Kelly+Partners (Office) is a separate legal entity. Services are delivered independently by each Office. These Offices are not members of one national partnership or otherwise legal partners with each other, nor is any one Office responsible for the services or activities of any other. Kelly Partners Group Holdings Limited (KPGH) is not responsible or liable for any acts or omissions of an Office and specifically disclaims any and all responsibility or liability for acts or omissions of an Office.