Search

Display 1-7 of 7

Securing your family's financial future - Now is the time for open conversations

27/10/2023

Open conversations about financial legacies are crucial, especially in a diverse generational landscape, to ensure a smooth wealth transfer and empower the next generation with financial management skills. In an era defined by a diverse generational landscape, the significance of preparing the financial legacy for future generations cannot be overstated. From Builders to Gen Alpha, […]

Agribusiness Estate Planning & Power of Attorney webinar series

05/10/2022

We are delivering a two-part Agribusiness Estate Planning & Power of Attorney webinar series. Each session will focus on topics that are of particular importance when putting a strategy in place to deal with your assets, investments and farms when you pass away. Join our experts from SW and Dawes & Vary Riordan Lawyers as […]

Family office services

29/11/2021

We have been operating a multi-family office for over 40 years. We have transitioned multiple generations of both clients and their advisers. We believe that our success has been a result of: our long term view forming a partnership with our client engaging with complimentary services and advisors to provide the best advice for the […]

Wealth management

29/11/2021

Over the past 30 years we have provided estate and wealth management services to many long-standing clients, from private families and businesses to small investors all the way through to complex advice, structures and strategies for Ultra High Net Worth clients. Daniel Minihan leads our Wealth Management team with extensive experience advising his clients align […]

Colin Stewart

23/11/2021

Colin has over 30 years’ experience in assisting clients with all of their accounting and taxation requirements. Over the years Colin has worked on a broad range of clients assisting with strategic and structuring advice, commercial property management, family office requirements and meeting clients day to day accounting and taxation needs. His open and direct […]

Estate Planning & Power of Attorney webinar series

12/10/2021

Join our three-part Estate Planning & Power of Attorney webinar series. Each session will focus on topics that are of particular importance when putting a strategy in place to deal with your assets and investments when you pass away. You are welcome to share this page with anyone who might be interested in attending. Webinar […]

Estate Planning

09/08/2021

Do you have assets controlled by you, but not in held in your name? You should consider estate planning, as you need more than a Will to ensure any transfer upon your death is managed in a tax effective way. Over your lifetime you will likely build up a range of assets and wealth. Upon […]