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.

Estate Services
  • 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
  • Philanthropy Advisory

Estate Office Team

308px_Chartered-Accountant_Barry-Frank-Sydney_CBD
Barry Frank
Sydney CBD
308px_Chartered-Accountant_Vanessa-Sirotic_Sydney_CBD
Vanessa Sirotic
Sydney CBD
308px_Chartered-Accountant_Kim-Meredith_South_West_Sydney
Kim Meredith
South West Sydney
308px_Chartered-Accountant_Ada-Poon__North_Sydney
Ada Poon
North Sydney
308px_Chartered-Accountant_Troy-Apps_Wollongong
Troy Apps
Wollongong

GET IN TOUCH WITH US

Let’s get started

Sleep better knowing you and your business are in the right hands

phone-icon

Give us a call

1300 932 584

question-icon

Book a discovery meeting

Get Started

Let’s get started

Leave your details with us and we’ll arrange a
discovery session to learn more about you, your
business and what you’re trying to achieve.