Insights


Interview: Establishing a Family Office

by Jeff Steiner Partner Jeff Steiner is one of Australia's most experienced and respected family advisors. Jeff has spent many years working with successful families and dealing with intergenerational change. He regularly works with the wealth creators and their families in an executive capacity to develop strategies to achieve their goals across all aspects of their wealth, including their family office, businesses, investments, philanthropy and family members. Jeff is an independent board member of various family councils and foundations. Contact Jeff

Jeff Steiner shares insights into what a ‘Family Office’ is and how it can benefit a family.

 


Mutual Trust Pty Ltd ACN 004 285 330 (AFSL 234590). Liability limited by a scheme approved under Professional Standards Legislation. For participating members (other than for the acts or omissions of Australian Financial Services Licensees). This information is general in nature and subject to change. It does not constitute tax, legal or financialadvice. We recommend you seek advice specific to your circumstances before taking any action. Copyright © 2014 Mutual Trust Pty Ltd.
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We are often asked “so what is a family office anyway and does my family actually need one?” The short answer, as with many questions in life, is “It depends”.The question is a perfectly legitimate one – there is plenty …

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