Services
Wealth that lasts across generations starts with the family
Wealth that lasts across generations depends as much on the family as the portfolio. We help families talk openly about money, prepare the next generation, and put simple governance in place so that wealth passes on with its purpose intact.
Is this you?
You want to pass wealth on well, but conversations about money in your family are difficult or haven't happened yet. You'd like your children or grandchildren to be ready for the responsibility. You want clear, fair decision-making across the family.
Questions we often help with
How do we start talking about wealth as a family? How do we prepare the next generation? How should decisions about shared wealth be made? How does our investment plan fit with our trusts, wills and succession plans?
How we help
We help families talk openly about money, prepare the next generation, and put simple governance in place, such as regular family meetings and clear decision-making. We work alongside your lawyer on trusts, wills and succession, and keep your investment strategy aligned with your family's long-term goals.
Fees & getting started
Our advice fee starts at 1% per year of the assets we manage for you, with no transaction costs from us. Underlying fund and platform fees may apply and are always disclosed upfront. We never charge for consultations. Our aim is to build long-term partnerships with our clients, so your first conversation, and every conversation after it, is about understanding you and your goals.
Book a free consultation with JamesPrefer to talk first? Send us a message or call +64 27 661 6167.
Bespoke Wealth is an FMA-licensed financial advice provider (FSP1011643). Read our Disclosure Statement.