Family Office
The ideal, integrated solution for your growing family business
Businesses are complex; they require assistance from multiple services outside of tax and accounting, for example, legal, insurance, debt finance, financial planning. It is important for these other service providers not to provide ‘siloed’ advice, but to work in collaboration with one another and understand the broader context of what you’re asking them to do.
Our unique Family Office solution means we act as your key relationship manager, connecting you with our growing range of service providers to meet all of your business needs and ensure maximum efficiency.
For example, you might have financing needs that will support a particular structure we’ve recommended to you. We can’t provide you with finance or financial advice; but we can act as your relationship manager and ensure your finance provider understands your business and the broader goals you’re trying to achieve.
Clear communication and relationships with a network of trusted advisers are the key elements of our Family Office solution.
To get in touch with us about any of our Family Office services, please email info@carterconnell.com.au or phone (07) 3337 6428.
Our Family Office network can connect you to the following services:
To get in touch with us about any of our Family Office services, please email info@carterconnell.com.au or phone (07) 3337 6428.
Why choose Carter Connell for your family business?
With decades of combined experience, we are passionate about helping families build successful businesses that stand the test of time.
Founded by Craig Carter and Shelley Connell, we take the time to understand your business and work alongside you to create a strong foundation for today and future generations. Whether you are planning for the future of your family business, restructuring or thinking about succession, we are with you at every stage of the journey to success.
Along with our key group of strategic partners, our team share a vision of helping business owners to become successful and have more time for the things that matter most. With a focus on building relationships, we are able to help our clients dream big and achieve their goals.
To learn more about our Family Office services or to discuss how we can help your family business succeed now and into the future, get in touch today.
“My accountant has been an integral part of helping me solve lots of problems. In looking at any sort of expansion, he will always be involved in that; he basically structured our business. I hold him with very high regard.”