Family Office
DFK Benjamin King Money and BKM Wealth provide a full suite of support services for your Family Office. We help your family transfer established wealth across generations and take the ‘money questions’ out of your family relationships.
Our Family Office services include
Family wealth advisory
- Investment strategy
- Structuring advice
- Cash flow and debt strategy
- Estate planning and generational change
- Asset protection
- Consolidated wealth reporting
Family treasury
- Management of cash position
- Structured finance
- Wealth sourcing and negotiating institutional rates
- Cash flow operations – bill payments
Family investment
- Investment research and selection
- Asset allocation
- Risk monitoring
- Investment committee
Family relationship management
- Mentoring – leadership development
- Generational issues
- Co-ordinate work with other professional advisers
- Regular scheduled meetings
Governance
- Constitution
- Compilation of Family Board
- Family remuneration and entitlements
- Family values and expectations
Social responsibility
- Philanthropy
- Link to family values
- Ethical investments
- Structures – charitable trusts versus charitable organisations
Risk management
- Business insurance – Directors, Corporate, Travel, Property, Tax Audit, Landlord
- Personal insurance – Life, TPD, Trauma, Income Protection, Key person
- General insurance – Home, Contents, Motor Vehicle
Other
- Financial health check
- Accounting and taxation
- Superannuation compliance and advisory services
- Due diligence and audit services
- Bookkeeping and back office support
- Mail, payroll, and IT services
- Aged care
Other Services
ACCOUNTING
AUDIT AND ASSURANCE
BUSINESS ADVISORY
BUSINESS VALUATION
CORPORATE ADVISORY
FAMILY OFFICE
FINANCIAL PLANNING
SMSF
TAXATION
VIRTUAL CFO