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Family Wealth Management Services
Family Wealth Advisers with a Client First Philosophy
Endura Private Wealth is a professional wealth advisory service for family's in Melbourne looking to grow and protect their financial future. With more than 10 years’ experience in investment management, we know what's important for you and your family members. Our knowledge is built on practical experience, helping our clients achieve their financial goals and protect their wealth for the next generation. We understand the complex needs of family wealth management and provide financial advice to complement your unique circumstances and family values.
From your first consultation with one of our expert financial advisers, we will listen to your current financial needs with a focus on understanding you and your family's future financial goals.
We will work with you to develop a plan to optimise, grow and protect your wealth, whether it is maintaining the financial security you currently have, advice on managing a family business including succession planning or conservatively optimising future growth. Family wealth management can be complex, we address each of your obligations on a personal basis to offer the very best financial plan tailored for you and your family.
Securing Your Family's Future
Succession planning and the transfer of wealth to your family's future generations comes with inherent risk and often fails. During this important time, wealth can often be lost and the most common reasons for this include:
- Poor planning and lack of sound financial advice
- Different goals and priorities of each family member
- Lack of education around managing wealth
The team at Endura is ready to support you. Our advice is designed to educate and mentor every member of your family during important stages to ensure a sound wealth strategy to protect your wealth for generations to come.
What to expect from your first financial advice meeting
Professional & Unbiased Financial Advice For Families
Financial planning is often complex and comes with a unique set of requirements. At Endura Private Wealth, we assess your financial situation and tailor the right financial plan to protect your assets, net worth & wealth so you can focus on enjoying life with your family.
Our family wealth management service can help you with:
- Complex family estate planning
- Family business succession planning
- Risk management
- Family asset management & allocation
- Trust advice & structuring
- Real estate & superannuation
- Wealth transfer advice for wealthy families
- Investment advice for your children
- Wealth management & planning