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.
Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.
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.
Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Please fill out the form below to make an appointment or request more information.