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

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Barry Frank
Sydney CBD
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Vanessa Sirotic
Sydney CBD
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Kim Meredith
South West Sydney
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Ada Poon
North Sydney
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Troy Apps
Wollongong

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1300 932 584

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