Family office and family wealth management

A Family Office provides a holistic and centralised approach to managing a family’s wealth, governance and long-term financial needs. At Boutique, we provide this same level of coordinated support on a highly personalised scale, bringing clarity, structure and strategic alignment across investments, entities, trusts and family objectives.

Our family office advisors help connect decisions across your financial affairs, rather than considering investments, business interests, structures and wealth transfer in isolation. Where your priorities include planning for future generations, our intergenerational wealth service can form part of the wider strategy.

We help families with multiple entities, trusts, business interests or intergenerational needs by providing centralised oversight and strategic guidance. Our advice can support asset structuring, risk management, investment strategy and wealth transfer, while helping ensure your accountants, lawyers and other specialists work together seamlessly.

For families preparing for a future ownership or leadership transition, we can also integrate succession planning into the broader family wealth management strategy.

Traditional family office services typically serve families with a wealth of over $10 million in investable assets or complex multi-entity structures. Boutique offers full family office services for clients with $10 million to over $100 million in investable assets.

The right fit is not determined by a single number alone. Complexity across entities, trusts, business interests, investments, ownership and family objectives also matters. A family wealth advisor can help you determine whether Boutique’s family office service is appropriate for your circumstances.

Boutique’s family office service provides coordinated strategic advice across family wealth, investments, business interests, entities, trusts, governance, risk, succession and legacy considerations. The scope is tailored to your circumstances and designed to work alongside your existing professional advisers.

Yes. We can review your current structures and arrangements in the context of your family’s objectives, business interests, investment strategy and future plans. This helps identify where greater coordination, clarity or strategic alignment may be valuable.

We work collaboratively with your existing advisers to help align financial, tax, legal and strategic decisions. Our role is to provide coordinated family wealth management while respecting the specialist role each adviser plays.

The first meeting is an opportunity to understand your family, business interests, current structures, goals and areas of complexity. We will discuss where coordinated advice may add value and outline appropriate next steps. Book a meeting to start the conversation.