Cashel Family Office
Create a blueprint for your lifestyle and financial goals – whether that’s retiring in style, funding your children’s education, or the next trip to Italy.
What is Cashel?
A Family Office is a familiar concept overseas, but it’s known to an exclusive few in Australia due to the population size and distribution of wealth. Cashel is a Multi-Family Office that has transformed with evolving technology to make quality financial services accessible to a broader community. We’re committed to sharing our knowledge of financial services so more people can make smarter choices about their financial wellbeing.
What is a Family Office?
Think of a traditional Family Office as a private hospital that services a single, ultra-wealthy family. A range of financial specialists takes care of the family’s financial wellbeing, managing everything from investments, real estate and debt to domestic tasks such as booking travel and keeping records.
It can be expensive to employ a Family Office because like a private hospital, their exceptional high quality care and services come at a price. The personalised solutions, products, and guidance that a Family Office provides are regarded as first class when compared to the generic offering of many financial planners and banks.
What is a Multi-Family Office (MFO)?
Over time, some Family Offices grew to service multiple families and came to be known as Multi-Family Offices. A team of advisors possessing a combination of investment, tax and or legal credentials can also form a MFO.
What do we do?
Our aim is to share access to quality financial services with a broader community. To achieve this, we built up our back-end capability and team of financial advisors to offer a suite of financial solutions under one roof. Our clients gain access to a full-service model and the convenience of a dedicated Relationship Manager to manage all of their financial needs. Learn more about how Our Solutions can be tailored to protect and grow your family’s wealth.
Given the end-to-end and intimate nature of our Family Office service, we ask that you register your interest so we can discuss if this is the right path for you. Alternatively, we can select individual solutions that suit your specific needs, simply book a coffee to chat with us further.