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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

We’d like to start the conversation. Please contact us to speak to one of our Senior Advisers today about how we can help you and your family.

Melbourne

Mayfair Building,
171 Collins Street
Melbourne VIC 3000

P 1300 796 357
F +61 3 8610 1608
E fio@eap.com.au

Sydney

Level 32,
1 O’Connell Street
Sydney NSW 2000

P 1300 732 472
F +61 2 8569 0386
E fio@eap.com.au