Family Office

Protect and grow your legacy with confidence.

Perks Family Office Services

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 towards 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.

Perks Family Office Services

Speak to one of our Family Office team members.

Greg Perks

Greg Perks

Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.

Kerry Bosnich

Kerry Bosnich

Kerry consistently strives to exceed her clients’ expectations and is committed to delivering outstanding service. She prides herself on offering her clients easy to understand advice, clearly outlining their strategic pathway and defining the compliance points that must be taken into consideration.

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.

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.

Client stories.

View all client stories

May & Co Pty Ltd

May & Co Pty Ltd

14/4/2019

Agribusiness

A family cropping enterprise working with Perks to strengthen their decision-making processes. Read more.

Related private wealth services.

Wealth Management

Wealth Management

Ensure your wealth is positioned to grow.

Succession Planning

Succession Planning

Confidence in knowing that the future is secured.

Life Insurance

Life Insurance

Certainty at every stage of life.

Family Business

Family Business

Work with professionals that understand the complexity you operate in

Get in touch.

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

  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global