About Us
ABOUT US
We are a multi-family office. We provide strategic leadership, acting as our clients’ personal Chief Financial Officer, managing both their financial and operational needs.
We work with a diverse range of ultra-high-net-worth women and their families across Australia.
Our clients include self-made entrepreneurs approaching a significant liquidity event, next-generation heirs inheriting substantial wealth, and women who have taken primary responsibility for managing their family’s finances—particularly after major life transitions such as divorce or widowhood.
OUR SERVICES
First and foremost, we take the time to understand our client’s values, purpose and goals and we then tailor our services accordingly. Our services include but are not limited to: Family Office Strategy & Governance, Cashflow/Liquidity Forecasting, Financial Accounting & Reporting, Taxation, Philanthropy, Estate Planning, Succession Planning, Lifestyle Administration, Next-Generation Engagement and Coordination of Professional Advisors.
OUR PURPOSE STATEMENT
Empowering women and their families to fulfil their legacy.
OUR VISION
Our vision is to cultivate a culture of fulfilment and joy, creating a solid foundation that enables our team and clients to live authentically, in alignment with their values and purpose. We strive to inspire a lasting impact through everything we do.
OUR VALUES
Our values are fundamental to the way we operate, behave, and make decisions. They guide how we support our clients, collaborate within our team, and interact with other advisors.
Trust
We build trust through open, honest communication and by acting with integrity, discretion, and professionalism.
Family
We foster a culture of care, where support, respect, and genuine connection guide how we show up.
Compassion
We lead with empathy, listen deeply, and create space where vulnerability, growth, and shared purpose can thrive.
Energy
We bring a ‘get up and go’ spirit - energising each other with positivity, and a drive to grow in a fun, dynamic environment.