CGD’s Family Office provides day to day management of your cash flow and investment affairs.
Our family office provides a single point of contact for your bank managers, investment advisors and creditors to ensure that your everyday administration, post and bank account is kept up to date.
We will assist with management of your bank account including set up of bill payments, depositing cheques, bookkeeping and record keeping, collection of your mail and liaising with the ATO. We may also act as your tax agent and assist with preparing your income tax returns. Alternatively, we will liaise directly with your nominated accountant to ensure a smooth year end process.
Family Office services mean that you have the opportunity to enjoy your wealth and lifestyle of choice, with the services of a trusted advisor monitoring and reporting directly to you regarding your asset portfolio.
Please contact us to obtain more information.