Inter-Gen Family Office
Financial Services - Sydney, New South Wales, Australia
Inter-Gen Family Office Employees
Inter-Gen Family Office Details
The concept of the family office has been around for more than a century but is commonly associated with ultra high net worth families such as the Packer's and Murdoch's.While there are large firms already offering Family Office services, we have noted that many late Baby Boomers and Generation X's with net assets from $15 to $50 million are neglected in this market due to a lack of tailored and diverse services. Our unique value proposition allows people with in the demographic above to benefit from the same bespoke advisory services that the ultra high net worth families enjoy but without the high cost that comes with setting up your own private family office business to manage your affairs.Here at Inter-Gen, we work together with you to create the blueprint to optimise, grow and protect your family wealth depending on your stage of life. Just as importantly, we value the culture and vision necessary to maintain the family wealth for generations to come. We oversee and centralise the management of your family's tax, investments, luxury lifestyle experience and succession and estate planning and more. With a multi-generational plan in place to manage your family's wealth and successfully transfer your business assets and investments to the next generation, you can be confident that you're setting your children up for enduring prosperity.
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