family office

Family affairs managed with care

DFK Benjamin King Money and BKM Financial Services provide a full suite of support services for your Family Office. We help your family transfer established wealth across generations and take the ‘money questions’ out of your family relationships. We help with:

Family wealth advisory services

  • Investment strategy
  • Structuring advice
  • Cash flow and debt strategy
  • Estate planning and generational change
  • Asset protection
  • Consolidated wealth reporting

Family treasury services

  • Management of cash position
  • Structured finance
  • Wealth sourcing and negotiating institutional rates
  • Cash flow operations – bill payments

Family investment services

  • Investment research and selection
  • Asset allocation
  • Risk monitoring
  • Investment committee

Family relationship management

  • Mentoring – leadership development
  • Generational issues
  • Co-ordinate work with other professional advisers
  • Regular scheduled meetings

Governance services

  • Constitution
  • Compilation of Family Board
  • Family remuneration and entitlements
  • Family values and expectations

Social responsibility services

  • Philanthropy
  • Link to family values
  • Ethical investments
  • Structures – charitable trusts versus charitable organisations

Risk management services

  • Business insurance – Directors, Corporate, Travel, Property, Tax Audit, Landlord
  • Personal insurance – Life, TPD, Trauma, Income Protection, Key person
  • General insurance – Home, Contents, Motor Vehicle

Other family services

  • Financial health check
  • Accounting and taxation
  • Superannuation compliance and advisory services
  • Due diligence and audit services
  • Bookkeeping and back office support
  • Mail services
  • Payroll services
  • IT services
  • Aged care

> Does your family need advice? Contact us today