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A partnership for the long-term

Family Investment Office

We work with your family to:

  • formulate the vision;
  • design the guidelines; and
  • implement the framework

required to manage your family’s wealth for current and future generations.

The Family Investment Office service provides guidance in all aspects of your family’s governance framework. This incorporates investment management, comprehensive reporting and administration plus access to the broader Evans & Partners network.

 

Family Investment Office Services

Governance

Establishing and supporting the family framework

 

Investment

Focusing on
risk and return

 

Reporting and Administration

Enhancing efficiencies and providing timely, valuable insights

Professional Support

Broad range of
related services

Current perspectives on the Australian equity market

Overview of global disruption and current thematics

Updates on E&P Research activity

What does the recovery look like?