Trusted, Exclusive and Yours

Governance and Reporting

Helping families to govern their businesses and report on wider family wealth

Pre-Eminent Transaction Advisors

Pre-eminent Transaction Advisors - working with family businesses to plan and execute value adding transactions

Business Succession Planning

Working with families to address business succession and transition family business ownership

Transitioning Family Knowledge

Helping families to determine when and how they will talk to the next generation about wealth

Balancing Family Dynamics

Helping families to manage the demands when families and business are intertwined

A boutique family office working with families and their businesses to grow, manage and distribute wealth.

TRANSACTION ADVISORY

The successful completion of a business transaction requires
a well considered strategy executed by an experienced advisory team.

Ocean Partners' has a proven track record of working with clients to refine their transaction plans to ensure that they meet strategic company objectives and will deliver desired value.

Our senior advisory team has a depth of experience in advising a number of leading New Zealand family business owners through the execution of their mergers, acquisitions and divestments to maximise value of their family business investments.

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FAMILY OFFICE

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 objectives, selecting and managing investment managers, developing intergeneration wealth transition plans and assisting families to develop and manage their philanthropy goals.

We also provide some families with governance, administrative and comprehensive reporting services.

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