OUR SERVICES
Managing family wealth is an important
responsibility – one that, with the right
structure, can become a lasting legacy.
At the DAA Family Office, we work with
you to develop strategies tailored to your
unique circumstances, so you can
confidently achieve your financial
and lifestyle goals.
The DAA Family Office logo symbolises everything we stand for
A tailored approach
to multigenerational
wealth.
Independent wealth hub
•
We provide an independent approach to financial management, serving as a central hub for your family’s governance, legacy and succession planning. No external influences. No biases.
Integrated, goal-oriented support
•
We help you set goals that align with your family’s values – and make sure you achieve them. Our integrated solution includes facilitating regular family meetings to review plans and outcomes, ensuring your long-term success.
Single point of contact
•
With DAA Family Office, we’ll be your single point of contact. This means we’ll help you coordinate specialists, control costs and manage complex issues – streamlining your affairs to achieve control and utmost efficiency.
Our Services
Family Professional
Services
•
Family governance
Succession planning
Estate planning
Coordinating family
meetings
Educating and mentoring
younger generations
Advisory
Services
•
Taxation
Accounting
Business advisory
Superannuation
Philanthropic planning
Investment
Management Services
•
Evaluating and selecting
specialist investment
advisers
Analysing and
implementing advice
Reporting against
established goals
Administrative
Services
•
Bookkeeping
Banking, insurance and legal relationship support
Personal services (banking, concierge support, education, privacy and security)
Trusted relationships.
Personalised strategies.
Guaranteed privacy.
For more information, please contact Jane Clark at janec@daassociates.com.au.
