Evans and Partners

Our Family Office integrates the many complex issues confronted by families and institutions today. Experience has shown that, in many cases, the bigger the family asset pool, the more disjointed and arbitrary the investment outcome. Lack of time and broad expertise to manage a large asset base ultimately leads to loss of structure and direction resulting in sub-optimal investment outcomes. Our service is designed to provide a co-ordinated and disciplined approach to managing wealth across generations by utilising the broad skill sets and experience of some of the firms most experienced professionals.

Our Family Office service provides a cost effective and broader intellectual solution relative to the option of building an in-house capacity and includes but is not exclusive to;

Investment Services
Risk Management
Private Investment opportunities and assessment
Entity Structuring and inter-generational planning
Philanthropy
Credit and Banking Services
Non-Financial Assets

For more information on Family Office please contact Andrew Moir or (03)9631 9821.