Working with families and the businesses they own to create value and develop the structures to ensure this wealth is available for future generations.
Managing money for the family brings great responsibility - both in terms of managing investments and in developing plans to ensure the successful transition of wealth to future generations.
At Ocean Partners, we work with families to address the issues on establishing investment plans, managing managers, developing intergeneration wealth transition plans, advise on governance and assist families to develop and manage their philanthropy goals.
With many families looking to simplify their family business structures, we provide centralised governance, administrative and reporting services.
Family Office Membership
Apply for membership to Ocean Partners Family Office and receive thought leadership and best practice updates.