Family Office & Estate Planning

Your Legacy is Important to us

In the intricate landscape of wealth preservation, the pursuit of philanthropic endeavors, and the smooth transition of a family business, one fundamental truth persists: a personalised approach is paramount.

It's the cornerstone upon which our comprehensive range of services is built. At the heart of our offerings lies the concept of a family office, a steadfast ally in addressing your diverse needs.

Your wealth represents not just financial security but also the opportunity to make a meaningful impact on the world. We provide expert guidance in areas such as tax optimization and legal strategies, ensuring that your financial resources are managed effectively and ethically.

Our investment and governance strategies are designed to align with your long-term goals and values. We don't just focus on the numbers; we take a holistic approach that considers your unique vision for the future.

Our aim is not just to deliver a service but to be your trusted partner in crafting a solution that stands the test of time. We're here to provide the support and expertise needed to help you navigate the complex terrain of family wealth management, leaving you free to focus on what truly matters most to you.

Family Office

Our family office specialises in delivering top-tier wealth management advisory services to affluent individuals and families. Our core goal is to protect, grow, and transfer wealth across generations while tailoring our services to meet your specific financial and investment requirements. We offer highly adaptable structures and services to suit the unique needs, preferences, and complexities of your wealth management goals.

How We Can Help

Asset Allocation & Investment Management

Develop and implement investment strategies aligned with your family's risk appetite, goals, and investment horizon. The Bellingham Wallace family office team works with a small number of carefully selected external investment managers who provide advice on various asset classes, including shares, bonds, real estate, private equity, and alternative investments.

Financial Reporting & Consolidation

Accurate and timely financial reporting by consolidating the activities of family members, their businesses, and investment entities. We provide regular reports on portfolio performance, cash flow, expenses, and other financial metrics to keep the family informed about their financial affairs.

Tax & Estate Planning

Work closely with estate planning solicitors to minimize tax liabilities, implement efficient wealth transfer strategies, and optimise your family's legacy planning.

Philanthropy & Charitable Giving

Develop and manage your philanthropic initiatives by providing guidance on philanthropic strategies, establishing charitable foundations or trusts, managing grant-making processes, and ensuring your philanthropic goals are aligned with their overall wealth management objectives.

Family Governance & Succession Planning

Establish governance structures, define roles and responsibilities, and facilitate family meetings to ensure effective communication, decision-making, and alignment across generations.

"Matts expertise, advice, and practical experience"
Composite Developments (NZ) Limited

Estate Planning

Estate planning is the cornerstone of securing your legacy for the future. It's about making sure your hard-earned assets and responsibilities are managed and distributed according to your wishes, providing peace of mind for you and your loved ones.

We understand estate planning is not a one-size-fits-all endeavor. It's a highly personalized journey, as unique as the individuals and families it serves. Our team specialises in tailoring solutions that match your specific needs and aspirations.

The world of estate planning is a dynamic one, with laws and regulations varying between jurisdictions and subject to changes by the government. Staying up-to-date with these legal intricacies is crucial to ensuring compliance and effectively addressing your individual circumstances and objectives.

That's where we come in. Our estate planning team collaborates closely with external legal counsel, pooling their expertise to offer you a complete suite of services. From the development and documentation of meticulous plans to the seamless execution of your wishes, we've got you covered.

Comprehensive Support Every Step of the Way

Whether you want to preserve your wealth for future generations, support your philanthropic causes, or ensure a smooth transition of your business, Bellingham Wallace is here to help.