The Myer Family Office provides a diverse and comprehensive range of services to its clients to protect and grow their wealth, meet all statutory requirements and plan their families’ futures.
Key to the successful delivery of our services is the client adviser. Each client works directly with an experienced adviser who acts as a focal point and ensures that the full resources of the Myer Family Office are made available.
The adviser is supported by a team dedicated to providing you with high quality service. Your advisor will meet with you on a regular basis to discuss all aspects of your family wealth management.
The table below summarises our services. Please use the menu or links to learn more.
| Generational Succession Raising children amid affluence and passing on wealth to future generations |
| Estate Planning Maintaining family harmony and continued tax effective wealth accumulation |
| Philanthropy Creating, administering and investing on behalf of family foundations and charities |
| Investment Executing strategies for wealth preservation and capital growth |
| Custody & Investment Reporting Comprehensive information management and reporting to aid effective investment decision making |
| Accounting & Taxation Tax planning and compliance, accounting, financial analysis and reporting |
| Transaction Banking (M F Cash Management Fund) Competitive at call investment rates, cheque facilities, ATM/EFTPOS and Gold Visa Card |
