Family Wealth Advisory

  • Insights into a family office

    IMAP Insights into a family office

    Peter Brannighan (RPM Group) and Martin Morris (Centric) explore what a Family Office is looking for from their advisers, and what is needed to meet the needs of this type of client.

  • Scaling a practice, one family at a time

    IMAP Family focused advisr practice grows

    How do you build an advice business from scratch with a goal of reaching 1,000 client families? Michael Bova (Family Wealth Advisory) & Rebecca Jacques (Mercer) discuss Family Wealth Advisory’s journey working with families

  • The new regulatory environment

    IMAP themes emerging in the managed accounts'regulatory environment

    Andrew Bradley (Herbert Smith Freeholds Kramer) & Francy Taylor (Colonial First State Investments) discuss emerging themes in Australia’s managed accounts' regulatory landscape.

Contact us

 

Phone
0414 443 236