Our Services

/Our Services
Our Services2019-06-24T12:00:10+10:00

Our Services

We provide a broad range of tailored services to meet the varied needs of our diverse clients. Core services include:

Strategic and financial advice

How you own or benefit from your assets may have a significant bearing on your economic success. The right ownership strategy increases the chances of preserving your wealth or capturing it as it is created. Services include:

  • Wealth structuring
  • Asset protection strategies
  • Strategic planning
  • Retirement planning
  • Estate and succession planning
  • Family office services
  • Tax management.

Asset management

Our principal objective is to protect and enhance wealth, underpinned by tax efficient cash flow, cost minimisation and strong governance. Features of our asset management approach include:

  • A clear investment methodology and philosophy
  • A comprehensive investment strategy
  • Detailed risk management program
  • Asset allocation
  • Ongoing management and advice
  • Tailored administration and reporting.

Structuring, tax and compliance services

We have extensive experience in tax and compliance matters. Understanding and formulating a strategy for the family group ensures the most appropriate tax outcome for our clients.

Cross border services

Through our institutional cross border relationships, we can leverage local knowledge, international expertise and professional partnerships to benefit our clients. Our core philosophy is to ensure that clients receive the most appropriate advice for their personal circumstances.

Giles Wade Investment Capabilities