Finovia is uniquely positioned to provide services that address the highly complex needs of prominent Australian business families.

We understand the importance of addressing the needs of all stakeholders, identifying the key financial objectives for the family office and working across the full spectrum of financial requirements to achieve those objectives. We resolve financial complexity, providing attention to detail and delivering certainty through integrated advice.

Whether the assets of the company include active businesses, succession planning or estate management, Finovia develops strategies to ensure those assets are managed according to the objectives of the key stakeholders.

Our advisers have the expertise to guide the family through specific issues such as intergenerational transfer of wealth, managing assets following the sale of a business, and maintaining the family’s wealth.

Finovia provides ongoing investment, administrative and actuarial management, as well taxation consultancy services incorporating planning and taxation returns. Our investment consultancy services incorporate portfolio construction and ongoing management, long-term cash flow planning and complex estate planning considerations.

We take the time to understand the family’s community goals, recommending philanthropic strategies to identify, establish and manage giving programmes.