The multi-family office experts
Time is a precious commodity. Trusted advice a rare asset. Family is paramount.
Our core purpose is to assist families to protect, grow and transition wealth, values and heritage across generations.
We exist to safeguard your family’s future and provide unbiased and independent guidance and support. We ‘sit on your side of the table’ and pursue your best interests, always.
At Keystone Private, our approach is tailored to the unique challenges of each family; their assets, aspirations and established relationships.
Unlike financial institutions and many advisory firms we are completely independent. This allows us to identify the best solutions for our clients from a wide range of professional sources.
Through knowledge, experience and understanding we partner with families to help build a dynamic and secure future for generations to come.
What High Net Wealth means to you and your family. Click Here.
- A private and independent organisation working for families and individuals to:
- Manage day to day financial and investment needs
- Provide independent advice, support and guidance
- Sustain and enhance wealth as the family grows
- Provide reliable financial reporting and structure
- Offer strategies and solutions to protect family assets
- Guide families through generational transition while preserving values and legacy
- When the time management of private wealth is distracting or overwhelming
- When there is a desire to separate the management and reporting of private wealth structures from business structures
- When there are non-business assets that require professional management
- When a liquidity event is experienced, such as the sale of a business or an inheritance
- When a multi-generational family requires succession and estate planning
- When a single family office needs additional expertise or resources
- Keystone Private is Queensland’s leading multi-family office. We provide a complete range of services that are:
- Not collectively offered elsewhere
- Co-ordinated across multiple disciplines
- Collaborative with other trusted advisors
- Practical and unbiased in approach
- Independent, personalised, private and confidential
- Your source of knowledge, experience and understanding