Family Office

For family business owners and self-funded retirees, you’ve spent a lifetime working hard to build your wealth and financial security. And over this time your family’s financial situation has likely increased in complexity.

Our Family Office service provides busy business families and self-funded retirees with a comprehensive, long-term investment and financial management model that organises each element of your personal and professional affairs.

This service helps you protect and continue to grow your wealth, so you can settle in and continue to enjoy life after you’ve transitioned out of working, without spending all your time worrying about the minutiae and microdetails of your finances.

How your Family Office works

Your Family Office saves you time, and takes the difficulty out of managing complexity, by coordinating and overseeing each separate component of your family’s financial affairs. Together with our network of trusted independent professionals we coordinate all the important areas of your family’s wealth for you—from your cashflow and expense management, down to your bookkeeping, tax return preparation, and real estate management.

You get a holistic approach to managing your family’s assets, all coordinated from one central source. This ensures the necessary support structures are in place for your transition into your new life post-work, and that your family business or the wealth you’ve built continues to thrive for future generations.

You gain the confidence and peace of mind that, should anything happen to your family’s key financial decision-maker, your family’s wealth and financial affairs are secure.

Objective advice for your family unit

Importantly, your Family Office is a neutral space, and exists to provide clear, objective advice that’s designed to see you thrive. You gain a support network of professionals with your best interests in mind, all managed from one central contact.

Streamline and simplify the management of your family’s wealth

The more complex your family’s needs, the more essential a Family Office becomes.

Our Family Office service lifts the administrative burden off your shoulders, and you can rest easy knowing that your affairs are being looked after.

  • Enjoy the fruits of working life Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice. Dr. Kevin Adams Self Funded Retiree
  • Professional practice to be admired Joe & James' professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques. Dr. Elspeth Mckay Associate Professor
  • Personal advice for complex lives Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Paul Marsh - Principal P2 Group - Business Owner
  • Family centered advice We have moved our investments from being a private client with a major bank to Stephan Independent Advisory in 2018. Since this move, we have been surprised at the depth of understanding encountered from Joe and James about our future plans and their ability to comprehend exactly what we wish to achieve. Mr Graham and Mrs Judith McKnight Self Funded Retirees
  • Values aligning with our own Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established. Mr John and Dr Kim Watty Self Funded Retirees

It’s Never About Money

Whether you have significant financial resources and question the meaning of success or if you’re wondering whether being that little bit wealthier will make you happier this is the podcast for you.


Stephan Independent Advisory
Private Wealth Management
Suite 506, 1 Princess Street, Kew VIC 3101