Family Office Services offered by IWP

At Independent Wealth Partners, we offer a structure that allows families to professionalise their wealth management and creation. Our family office services are designed to protect and preserve your family’s wealth into the future, meeting your goals and objectives with a structured level of decision making.

Our goal is to ensure that we provide independent advice tailored to our High Net Worth clients goals, dreams and aspirations for their families wealth. Often, the most important aspiration is to leave a legacy for future generations that cedes control at the appropriate time. Over time we have developed the following service lines to service our family office clients, detailed in the attached PDF.

(Independent Wealth Partners Pty Ltd (ASIC # 1286417 ABN 66 647 667 249) is an independent professional financial advice practice which operates under the Australian Financial Services Licence (Independent Wealth Services AFSL # 512433).

This document is general advice only and it does not take into account any person’s individual objectives, financial situation or needs.

IMPORTANT: The projections or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.