PERSONAL WEALTH | FAMILY OFFICE
Ensure your wealth is protected, optimised and set up for the future.
You have worked hard to achieve financial freedom. Secure your family legacy to enable a seamless transition to the next generation, with all finances, taxes, structures, and assets taken care of.
Our Geelong Family Office team partners with you to comprehensively understand your financial and family situation. We then align with your values to build a sustainable plan for your inter-generational legacy.
With the ability to scale expertise and leverage a breadth of services, our Geelong financial advisors help to create the structures and strategies that best fit the needs of you and your family, for now and into the future.
Your legacy. Our priority.
How the Family Office with LBW will help you and your family.
Peace of mind
Our Family Office team aims to provide you with certainty and confidence that all facets of your wealth are secure.
Trusted partnerships
We form long-term partnerships and genuinely care for the relationships we have with families to create positive outcomes.
Ongoing support & guidance
LBW can educate and guide family members through the family office process, so that your wealth is effectively secured and managed for generations to come.
Dynamic Solutions
LBW develops strategies to optimise your assets and discover investment opportunities to build on your wealth.
Family Office services
Strategic planning
Tax, reporting and compliance
Succession planning
Investment advisory
Coaching and knowledge building
Reporting and administration
Let’s chat about securing your family’s wealth future.
Meet Our Family Office team
Simon Flowers
Principal
Geoff Williams
Principal
Start the Family Office journey with LBW today.
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General Advice Warning
The information provided is general in nature. It has been prepared without talking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This web site is intended for Australian Residents only.
Links to external websites
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to LBW Financial Planning or our licensee in anyway. Note: LBW Financial Planning and our licensee does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.