Family Office Services
Family Governance
At Vicca Chartered Accountants we are a dedicated team of professionals who pride ourselves in the honor of being Your Australian Family Office. At a professional level, as a family office, we are your gate keeper, providing support not only in the areas of administration and support of your family's financial, taxation, legal, estate and philanthropic affairs, but have the ability to also be your family's personal concierge both when you are in Australia and abroad.
We work in a fiduciary capacity to provide ongoing assistance with regard to your business, social activities and financial capital. We believe that integrated wealth management is holistic in nature. It should incorporate the family's financial plan, estate plan, life plan vision and investment ideology as a whole, which are predicated by the family's preferences, tax considerations, cash flow and liquidity needs, rather then just dealing with any particular manifestations currently at hand.
Our extensive risk and comprehensive client analysis framework will assist us to evaluate and establish your unique requirements which form the cornerstone of the family's short medium and long term investment strategy now and into the future.
We will work with your existing advisers to ensure they become a valued contributor to your family office outcomes. Collectively we will deliver your family the best possible outcomes consistent with your family's predetermined goals.
Our Australian family office services suit any family looking to build a long term financial plan that they can monitor and adjust as circumstances arise. Our family office services are ideal for those who realise the importance of establishing a maintainable comprehensive financial plan that provides for both current and future generations.
Generational Wealth Preservation
The preservation of generational wealth is paramount to the needs of family groups. Ensuring that the wealth legacys of past and current generations being available for future generations comes about in 2 distinct stages:
1. Legal Documentation
2. Ongoing Education and Administration
The Legal Documents process is the design stage which seeks to fit the family's operational and social design needs. It will encompass business structure reviews, review of Constitutions, implementation of special purpose shareholder agreements and special purpose capital protected bloodline trusts, and the implementation of shareholder deeds and corporate governances reflecting the underlying directives within the preceding documents.
The ongoing education and administration process is working with the family members at an early age, educating them on the legacy and privilege bestowed on them and teaching them the importance of disciplined systems of management and administration. Assisting the family members with their administrative processes, attending family meetings, both corporate and internal family meetings, is part of the service and paramount to the preservation of the family's wealth.
We also work closely with a team of Estate Lawyers to ensure Estate Assets are dealt with in accordance with the wishes of the deceased and provide Co Executor and Trustee service to our family clients.
Concierge Services
We realise the importance of peace of mind while you are far away from home. For those travelling, our concierge services allow families to enjoy their life without the worries of paying bills, maintaining properties or ensuring the dog and cat are being looked after.
On a more serious note, when trouble strikes and you are far away from home, we are here to be your feet on the ground at home to ensure your needs are addressed.
In conjunction with our expert legal advisors, we also provide Power of Attorney and Enduring Power of Attorney services. Where a critical medical emergency presents itself, we provide for the administration of your letter of wishes.
We Vicca Chartered Accountants believe that you deserve to enjoy the fruit of your labour. Our concierge service is there to manage your mundane day to day worries while you enjoy life to its fullest.
