Family Office

Secure your family’s financial legacy with the LBW Family Office.

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, at the right time.

LBW’s Family Office team partners with you to firstly understand your financial and family situation and we then align with your values to build a sustainable plan for the future.

We help to create the structures and strategies that best fit the needs of you and your family, for now and 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

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Strategic planning

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Tax, reporting and compliance

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Succession planning

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Investment advisory

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Coaching and knowledge building

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Reporting and administration

Let’s chat about securing your family’s wealth future.

Meet Our Family Office team

Start the Family Office journey with LBW today.

LBW clients enjoy the ease, security and having everything in one place with the LBW App.

Rachael makes doing our tax so easy and really takes the hassle out of tax time. I highly recommend LBW for prompt, professional and friendly service. Geelong (if not Victoria's) number 1 accounting firm!!
Justine Frost
Justine Frost
04:40 22 Jul 21
Olivia Johnstone has been assisting me with my business taxation and family trust matters for a number of years. Absolutely knows her tax, rings you back, I can highly recommend her.
Jeannette Ernst
Jeannette Ernst
06:02 19 Jan 21
Conscientious and professional. No task too big or too small. LBW have helped me through my first two years in business and I always feel like they have my best interests at heart. Highly recommended.
Sam Watling
Sam Watling
00:45 22 Feb 20
LBW Accountants have provided friendly and professional service to our small business and our family over many years. A pleasure to work with them.
Terri Allen
Terri Allen
21:41 18 Feb 20
Ive found LBW and particularly Nick and Melissa invaluable in managing our accounting needs. There knowledge is second to none and they are always on hand to answer any questions that arise.
peter clark
peter clark
04:44 03 Feb 20
I've been going to see Ben Cannard at LBW for the last 3 years and he is by far the best accountant I've ever had. Very reasonably priced for doing two tax refund applications for me and my partner. We always get a decent refund and Ben is always professional, on time and answers all of our questions. Can highly recommend Ben and LBW as a result.
Sean Gleeson
Sean Gleeson
22:07 21 Jan 20
We use LBW exclusively for our personal and business tax requirements. The team are very professional and competent. The coffee is good also 🙂
Benny Backflop
Benny Backflop
22:33 02 Mar 17
We have been dealing with Simon and Ryan for years for all of our tax requirements. They guys are super friendly and know their stuff.
wholebodyco.
wholebodyco.
22:24 02 Mar 17

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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.

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