Request a conversation.
This comes straight to me, and I read every one myself. Tell me what has brought you here, and we will find a time to talk. There is no cost to that conversation and nothing follows it automatically.
How I can help.
Nothing. There is no cost to that conversation and nothing follows it automatically.
I am based in Sydney and work with family members worldwide.
Only what we agree together. If there is work worth doing, we define a first piece of work, and you will know exactly what it covers before it begins.
No. No client names. No case studies. No testimonials. Discretion is part of the work.
The test is not a number. It is whether wealth, structures and family have become interconnected enough that no single adviser can see the whole, and whether a transition is in front of you: a sale, succession, inheritance, retirement, divorce, a death, adult children stepping in.
If you read that and thought of a specific situation, it is probably worth a conversation.
Nothing they do. That is the point. Your accountant sees the numbers. Your lawyer sees the structure. Each is engaged to run their part, and they should keep running it.
My seat is between them: holding the whole picture, asking what is not being asked, and turning competing specialist views into one decision the family can make.
Yes, that is the design. I sit with the specialists. In practice much of my work arrives through accountants and lawyers who want someone holding the whole picture while they run their part.
A professional fee for counsel, agreed before anything begins. I do not manage portfolios and I do not sell products; the fee is for judgement. I set out exactly how I am paid in the first conversation.
The longer answers live in the book.