PRIVATE CLIENT


Working within the family office framework allows our Private Client offering to be delivered in a way that meets the individual needs and diverse interests of each client. We are not inhibited to transactional functions or house products, we utilise the structural benefits and wealth products sourced from each of the Cashel House divisions; Family Office Management, Investment Execution Services, Institutional Research Sales and Corporate Finance. Our institutional sales division’s fund manager clients allow us to provide true insight into what our clients are invested in, as well as our fund manager seminar sessions and company presentations which aims to enhance the experience of each client. We are not aligned to any one product or service provider and through our asset allocation advisory board’s direction, we can sort through external and internal options at our disposal to deliver an unbiased plan to ensure we deliver for the client what they need, not what suits the product providers.


“Working within the family office framework allows Cashel House to offer our total wealth planning, execution and management services to Private Clients through simplicity with integrity,”



SERVICES OFFERING



Like our Family Office Management offering, we provide our services under strict confidentiality and simplicity to enable you to focus on our individual objectives. 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
  • Bookkeeping & reporting
  • Succession planning
  • Estate planning
  • Trustee services
  • Custodian services
  • Accounting & Tax services
  • Legal services
you and your family chart



‘COMING TOGETHER IS A BEGINNING; KEEPING TOGETHER IS PROGRESS;
WORKING TOGETHER IS SUCCESS..’ HENRY FORD