Family Office Services

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Accounting services for family financial affairs

A reliable accounting firm that understands the unique needs of the family office.

If you’re looking for a reliable accounting firm that understands the unique needs of the family office, look no further than Walsh Accountants. Our expert team of accountants, tax specialists, consultants and administration professionals are dedicated to providing a full range of family office services to help manage your financial affairs.

We pride ourselves on our personalised approach and thrive on establishing long-term relationships with our clients. When you engage our firm, we take the time to get to know you and your family’s unique needs before providing the best solutions to manage all of your financial affairs. During our initial consultation, we’ll help to identify all of your needs, and seek to understand your financial goals before creating a plan that’s right for you and your family.

We go above and beyond to meet the individual needs of each and every one of our clients while providing confidential and friendly service. To enjoy the Walsh Accountants difference, book your initial consultation today.

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Comprehensive Family Office Services

As the needs of each family office vary greatly, our service packages are tailored to suit the needs of each individual group.

We pride ourselves on working with our clients to ensure they receive optimum value from the services we provide and that where possible we are only complete tasks for which is makes economical sense or where we are required to complete to ensure efficiency and compliance.

Our Family Office Services include:

  • Back Office and Banking
  • Management Reporting
  • Taxation Compliance
  • Family Advisory Board
  • Structuring and Asset Protection
  • Succession and Transition Planning
  • Estate Planning

Benefits of working with Walsh Accountants

When working with Walsh Accountants, families benefit from having access to a dedicated, professional, and friendly team that is well equipped to meet your financial management needs. We take a synchronised and disciplined approach to managing your financial affairs, providing access to a range of accounting and taxation services and technologies, including cloud bookkeeping and document storage/retrieval systems, to streamline and simplify family financial affairs.

As part of our family office service, our team can coordinate with your bank managers, investment advisors, creditors, and other key contacts to ensure your financial affairs are in order. We can continuously monitor the health of your finances and identify any risks should they arise.

When dealing with Walsh Accountants, you can always expect open and honest communication. We believe that maintaining harmony is the key to successful family office management; we work with integrity and in the best interest of your family to effectively manage your wealth and protect your assets.

For access to a full range of family office services, contact the team at Walsh Accountants today to book your initial consultation. We look forward to meeting you, learning the needs of your family office and building a long-lasting relationship to support your financial affairs now and into the future.

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