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.
Speak to one of our Family Office team members.
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 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
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
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
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.
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.
Get in touch.
Please fill out the form below to make an appointment or request more information.
