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.
Outsource-Family-Office-Service-offering
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