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Family Office Services

Expert advisory and hands-on financial management for high-net-worth individuals and families seeking to preserve, grow, and transition their wealth.

A Different Approach to Family Office Management

We take a holistic, collaborative and confidential approach to private client services, built on close relationships and a detailed understanding of your needs.

We listen, ask the right questions, and work alongside you to realise your goals. We work with the private sector, and your affairs are held in the strictest confidence.

What Makes Our Approach Different?

Managing personal wealth requires a personalised, comprehensive approach. Ours is built on three principles, and on a clear position on independence.

Personalised Solutions

Every family is unique, and so are our strategies. We tailor our approach to your specific circumstances, goals, and values.

Objective Perspective

We bring clarity to complex decisions by setting out the available options, trade-offs and potential implications, so your family can make informed choices and remain in control.

Expert Collaboration

We work with your trusted advisors, or connect you with licensed professionals from our extensive network.

A Holistic View

We manage your complete financial picture, not just individual components, aligning every part with your long-term family goals.

Important compliance note: Ascentium is not licensed to advise on elements of your family’s financial management strategy. We work closely with your existing advisor to implement any outcomes from a review, and we have an extensive network of advisors we can introduce you to if needed. We do not receive commission or in-kind benefits from this referral service.

Our Personal Financial Management Framework

Our framework is a disciplined review of your existing financial structures and relationships, developed to your needs and offered as a whole or in part.
Step 1

Personal Financial Goals

We articulate your financial goals in the context of your broader personal and family objectives.

Step 2

Tax Liability Management

We ensure your taxation obligations are met within your family and personal financial strategies.

Step 3

Cash Flow Management

We build a forward-focused cash flow plan around your goals, needs, and obligations.

Step 4

Personal Investments

We work with your existing adviser, or introduce you to licensed investment advisers, to implement your strategy.

Step 5

Personal Insurance

We connect you with licensed experts for life, income protection, and trauma cover as part of your plan.

Step 6

Estate Planning

We work with estate lawyers to transition your wealth to your family efficiently and securely.

Our Private Client Services

A comprehensive suite designed to address every aspect of your personal and family financial management.

Advisory Services

Compliance Services

Outsourced Finance

Superannuation Services

Philanthropy

Estate Planning & Documentation

Why Choose Ascentium

We understand that managing personal wealth requires a personalised and comprehensive approach.

We work only for private clients, never for government, take no product commissions or referral fees, and hold your affairs in the strictest confidence.

Senior Business Advisor Client Meeting

Preserve, Grow, and Transition Your Wealth with Confidence

Tailored family office and private client services from a team of experienced experts with a personal approach to deliver tailored solutions for your business.

Related Leaders

Alanta Kirkland headshot

Alanta Kirkland

Managing Director, Private Clients

Anthony Carafa headshot

Anthony Carafa

Managing Director, Tax & Advisory

Gemma Tonge headshot

Gemma Tonge

Associate Director, Private Clients

Lisa Driver headshot

Lisa Driver

Director, Tax & Advisory

Related Advisory Services

Personal Tax & Advisory

Personal Finance Function

Succession Planning

Self-Managed Super Funds (SMSF)

Frequently Asked Questions (FAQs)

A family office is a specialised service designed to manage the financial and personal needs of high-net-worth individuals and families, coordinating estate planning, tax advisory, and succession planning under a single relationship to manage family assets across generations.

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