Family Wealth Management

Family Wealth Management

At Hamilton Wealth Management, we look to your future and understand the importance of being able to provide long term wealth creation not only for your children but also for your children’s children. The legacy you leave behind is the culmination of value creation and personal decisions.

The financial security afforded by ongoing family wealth management and intelligent portfolio management can provide peace-of-mind and harmony to a family. The professional, confidential and conflict-free attitude we provide will ensure the development of a robust and transparent family governance structure. Refer to our services on Intergenerational Planning.

Consistent with our approach in dealing with individuals and philanthropic clients, we understand that just as individuals advocate a certain set of values and expectations, so do families as a collective. We appreciate the importance of recognising these principles and mandate the integration of these into asset allocation to ensure we build your legacy in a manner that aligns with your family values.

Many of our clients have stable and successful family wealth portfolios, however, due to time constraints, our services are sought after to provide additional guidance and direction. Pivotal moments such as liquidity events, inheritance and succession planning can have longlasting implications and can benefit from strategic insight and planning.

With consideration to present wealth creation and capital sources, the family wealth management team aligns investment strategies with consideration to your asset, business and wealth portfolio, as well as your lifestyle, level of risk adversity, philanthropic desires and legacy plans.

A carefully managed family wealth portfolio can provide peace of mind for yourself, and also preserve family unity and continuity of the personal and business assets you have worked your whole life to achieve.

Send us an enquiry or call +61 3 9275 8888 for more information on our family wealth management services we provide.