Family Office

Protect and grow your legacy with confidence.

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.

Get in touch View our insights

Speak to one of our Family Office Directors.

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.

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.

Peta Nunn

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

Simon Hele

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

Simon Wotherspoon

Simon is deeply experienced in constructing and maintaining multi-asset class portfolios and developing tailored wealth management strategies for his clients.

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.