Family Office

Family Office

Protect and grow your legacy with confidence.

Why Perks? Get in Touch

The Perks Family Office functions as a lighthouse for your single or multi-family’s wealth. We partner with you to determine your key objectives, concerns and family dynamics, so that we can help you plan for the future, see the bigger picture of your wealth and help keep your legacy focused in the direction you want.

We have proven expertise across all areas of managing family wealth, including strategic advice, structure, trust, fiduciary and succession planning, investments and philanthropy. We can work in with your existing accountancy team or provide a holistic service, depending on your specific needs.

At Perks, you can expect an exceptional level of care, prudence and insight that will enable you to plan for the future and move forward with confidence.

Family Office Insights for you.

View all Insights.

 

Impending changes to trust taxation

Impending changes to trust taxation

21/3/2022

Tax Advisory

The ATO has released their long-awaited guidance on their interpretation of key legislative provisions governing the taxation...
Read more.

Client Story: Nippy’s

Client Story: Nippy’s

10/3/2022

Client Stories

Perks has been working alongside well-known South Australian company Nippy’s, providing a wide range of services. Read...
Read more.

How to prepare for a Market Crash

How to prepare for a Market Crash

1/12/2021

Private Wealth

History suggests another market bust is inevitable. Learn the four key ways to best prepare and weather...
Read more.

 

Speak to one of our Family Office Directors.

Christo Hall

Christo Hall

As Chair of the Perks Private Wealth Investment Committee, Christo overseas the investment decisions which drive much of our client investment advice. He is also a driving force in the Perks Family Office.

Mark Roderick

Mark Roderick

Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.

Simon Hele

Simon Hele

Providing private clients, associations and not for profit organisations with strategic planning and investment advice.

Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

Simon Wotherspoon

Simon Wotherspoon

Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with multi-asset class portfolios.

Vince Tripodi

Vince Tripodi

Vince has been providing business and accounting advice to individuals and business owners for over 30 years. He is goal driven, results based, and a problem solving expert.

Nick Connelly

Nick Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

Get in touch.

Please fill out the form below to make an appointment or request more information.

Contact Us - PPW Specific
(excluding your home, but including your superannuation)