High Net Wealth Family Option

High Net Wealth Family Option - from $26,400 p.a. (incl GST)

This is a highly customisable option with monthly management of family finances for families with over $20mil in investment assets.

Possible features include:

• Comprehensive Family Wealth Protection Planning

Access in-depth strategies and insights to protect and grow your family wealth, available anytime at your convenience. This includes, if desirable, working with external firms to utilise offshore structures.

• Allowance and Family Expense Tracking and Management

We use vehicles for paying monthly allowances to adult children. The vehicles can also be customised to transfer large sums of money at certain agains. We typically manage (when preferred) the discussions with the children. We can also work with private bankers to track expenses on a monthly basis. This may include international educational and travel expenses, household and personal staff expenses, vehicles, property maintenance, asset financing etc.

• Intergenerational Wealth Transfer and Succession Planning

Management according to best practices for transferring wealth across generations and ensuring a smooth succession plan

• Estate Planning for Complex Family Structures

We navigate the intricacies of estate planning for your family’s diverse and complex needs, ensuring all bases are covered.

At WC, we strive to provide our clients with professional and customised financial advice that is tailored to your family's needs. Our service for high net wealth families is a complete bespoke service to take care of your finances in way that is congruent with your goals.

Our team is dedicated to helping you achieve your financial objectives and providing you with the support you need to make informed decisions about your finances.