Private Family Groups
Alpha understands that high net worth individuals and families need advice –which is personally tailored and structured to meet the families requirements.
We can advise on wealth protection strategies, the formation of family trust structures as well as assist with succession and estate planning.
We can provide each generation with specific advice helping them achieve their goals.
Alpha does this by;
- Managing the accounting function covering recording and reporting of assets, income and expenses;
- Assistance with cloud accounting setup an ongoing management;
- Family Office Administration – including incorporating bill payment, payroll, cash flow management and the ongoing maintenance of important documentation such as Trust Deeds, Constitutions, Wills, Powers of Attorney etc.;
- Taxation and asset structuring advice incorporating the family home, investment portfolios through to Business assets to provide for maximum asset protection and tax effectiveness;
- Retirement, estate, succession planning and intergenerational wealth transfer;