Family Office Service
Your family is everything.
Our premium flagship Family Office Service recognises that no one-size-fits-all. Suited to higher net-worth families, family clients are multi-generational groups, couples and blended families.
The service supports you whether you are self-made, have inherited wealth or established in business.
Designed to view your entire wealth, eliminate burden and reduce time barriers, clients have direct access to our specialised team and best-of-breed systems to help structure their plans.
Past, present and future, the needs of your family come first.
Our team sensitively navigate the complex layers of your family towards conflict-free harmony and ease. To help you live life well, plan philanthropic goals and distribute a legacy well-left, we mentor with you to develop clear family objectives and considered long-term strategies.
Family Office clients experience transparency, expertise and sound governance by an accountable Investment Committee.
Its members have extensive investment-industry experience and provide client families with best-in-class advice and precise documentation to better inform their investment decisions and risk management.
Parc Wealth Management Pty Ltd is a Corporate Authorised Representative (No. 1250859) of Parc Wealth Group Pty Ltd ABN 24 652 326 915 AFSL 535090.
Parc Wealth Group Pty Ltd ABN 24 652 326 915 operates as an Australian Financial Services Licensee (Licence No: 535090).
Any information on this website is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decisions based on any information on this website, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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