FAMILY OFFICE


Each family is unique and as such Cashel House customises each family’s service program to meet the needs and objectives of the family and the individuals that it comprises. Cashel’s family office management program has been established on the grounds of the experience of managing Cashel House’s founding family. They, like other families, have a unique set of expectations and requirements that straddle both new and old families and the generational challenges that age and experience brings. To manage all the facets of a family office Cashel House has gathered together the skills to manage and oversee the diverse assets and geographic reach of successful families from the simplicities of concierge services to leasing, taxation planning, legal documentation, corporate finance and business development. In each case, Cashel House has sort to partner with experts that can deliver under one house and through your dedicated family advisor.  

“Protecting, managing and building wealth for a family is quite different to that of an individual. Every family is unique. Cashel House works with you to design the right program for you to ensure our total wealth planning,”

 

SERVICES OFFERING


Under strict confidentiality, Cashel will work with you to design a service program that delivers you the flexibility to achieve your family’s goals. Examples of the services that we can provide internally or manage via a third party include the following:
 
  • Asset Allocation
  • Investment Research
  • Cash & Fixed Income
  • Australian Equities
  • International Equities
  • Options & Derivatives
  • Margin Loans
  • Managed Funds
  • Mortgage Broking
  • Real Estate
  • Risk & Insurance
  • Corporate Finance
  • Cadet Program
  • Portfolio administration
  • Bookkeeping & reporting
  • Succession planning
  • Estate planning
  • Trustee services
  • Custodian services
  • Accounting & Tax services
  • Legal services
you and your family chart
 
   

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‘FAMILY MEANS NO ONE GETS LEFT BEHIND OR FORGOTTEN.’ DAVID OGDEN STIERS