Listing Category
Short Description
Member: David Coomber
The Family Office concept is to keep all the family business, taxation, financial planning, legal, aged care. etc data in one place with a lead advisor coordinating all of this for the family. In other words, a one stop shop. Essential when the "Principal" may no longer be around or capable.
The Family Office concept is to keep all the family business, taxation, financial planning, legal, aged care. etc data in one place with a lead advisor coordinating all of this for the family. In other words, a one stop shop. Essential when the "Principal" may no longer be around or capable.

