Knowing your family affairs are in order not only provides comfort to you and your loved ones, it ensures there is no ambiguity around family assets and family wealth. We understand that managing the financial affairs of affluent families requires security and confidentiality and, as trusted advisors, we always act in the strictest of confidence.
Acting as your dedicated financial concierge and managing financial affairs across multiple platforms, the experienced team at Quill are able to provide a comprehensive offering to your family office, including:
Going beyond the traditional private wealth management services, we are able to provide a total outsourced solution as an unbiased, healthy balance between the needs of the business versus the needs of the family by focusing on the maintenance, protection and enhancement of family wealth.
Being capable of handling a broad spectrum of services, the all-inclusive nature of business at Quill means families can rely on our team to deliver anything from family administration through to philanthropy.
Engaging in family administration means you can leave Quill to focus on any paperwork and maintenance of critical documentation. Tasks such as tax preparation, trust administration, bookkeeping and accounting services, bill payments, cash and payroll management, even larger luxury purchases (such as cars and property) are all responsibilities that can be assigned to us.
When it comes to investments and portfolio management, having an experienced team on your side means in addition to the traditional prospects or ventures you come across, our seasoned advisors will also have access to unique or opportunistic investments that you might not see elsewhere. By knowing your entire financial landscape, we can deliver appropriate strategies whilst minimising risk and instability. We don’t want you to lose your wealth so always have preservation of your capital top of mind.
We can also advise on next generation matters and help your family through communication, decision making, governance, continuity planning and legacy. Planning for wealth succession, when a family business is involved or even just relative to family investments and assets, can cause significant stress if not considered ahead of time. If the head of the family is involved in divorce, suddenly passes away, involved in a critical accident or diagnosed with a life-threatening illness, putting a strategy in place to manage your family assets is often complex and one that can take time to properly plan and consider all relevant issues and options. That’s why Quill believes it’s important to start putting plans into action earlier, rather than waiting for that critical life event to transpire.
Building a solid relationship is important to understanding your family, its strengths, weaknesses, challenges and goals. Plus, because the needs of every family are different, we sit down to create tailored solutions based on our discussions with ensuring they meet your present goals, but also the needs of future generations as well. Our own goal is to make a positive, meaningful and lasting difference to the clients who come to us.
The benefit of using Quill as your family office in addition to other advisory needs means that you have one trusted point of contact, reducing conflicting advice and miscommunication between professional services. With less time (and expense) spent managing multiple service providers, you can spend more time on what truly matters. We can align with your family’s legacy, vision and values as one that enables better risk management and more simplified compliance across all of your financial affairs.
Our approach to fees is based on the level of services you wish to engage in and by involving Quill, you are appointing us to handle the complex situations and negotiations on your behalf, leaving you to shift your attention to living your best life both during and after your career. We also provide on-going monitoring to keep you informed and on track to building your highest level of success.
Most importantly, your wealth isn’t defined solely on the amount of money you have; it is also about the values you instil in your family and the legacy you leave behind. With this in mind, your genuine wealth – inclusive of personal, family and financial capital – deserves to be protected and Quill wants to help you achieve integrity with every action.
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