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Our diverse family office provides customized, cross-disciplinary services to meet the unique needs of different high-net-worth families. Whether it is property planning, investment management or trust management, we can ensure that the matters entrusted by you are handled with the most efficient, the most flexible and the best possible solution. We not only emphasize the allocation and security of international investment portfolio but also take charge of the safety and inheritance plan of the whole family assets, including retirement plan, insurance arrangement, family culture, children’s education, charitable donation, and so on.

Taxplanners can provide you with

·  1. Asset preservation, debt isolation, bankruptcy isolation, criminal recourse block.

·  2. Professional asset management.

·  3. Tax planning function.

·  4. Marriage wealth protection.

·  5. Ensure control of the family business.

·  6. The flexible inheritance of wealth may impose necessary restrictions on the beneficial right.

·  7. Keep asset information confidential and pay attention to family privacy protection.

·  8. Social charity.

·  9. Prevent “black sheep” from squandering their wealth.

·  10. Overseas asset allocation.

·  11. Guarantee and take care of the life of family members, such as providing for the aged, raising children.

 

Working Hours

Mon-Fri:   9 AM – 9 PM
Sunday:    Closed

Office

City Office: Suite 411-413, 343 Little Collins St, Melbourne, VIC 3000

Williams Landing Office: Suite 407, 101 Overton Road, Williams Landing, Melbourne, VIC 3027

Glen Waverley Office: 11 Seller St, Glen Waverley, Melbourne, VIC 3150

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