That's Private
Our long term engagement with ultra-high net worth families in both Australia and Asia has positioned us strongly in the realm of Family Office Services. We work with families and individuals to establish systems, structures and procedures for the maintenance and protection of their wealth whilst preserving their family values and legacies across generations.
How can Lotus Accountants help you?
We offer a comprehensive service that includes:-
- a dedicated client service team to meet your financial management needs who work with your existing network of financial planners, lawyers, private bankers and brokers. Alternatively we are able to introduce you to our professional network established over 25 years.
- a co-ordinated management of your financial affairs in providing tax, superannuation, business advisory, financial advisory and philanthropic services.
- the outsourcing of the day to day management of your financial affairs so you and your family have confidence that your matters are professionally managed. This includes a mail service, automation of accounting and tax compliance.
- secure online data handling with minimal API connections between our most commonly used programs. Xero our preferred online accounting program is certified as compliant with ISO/IEC 27001:2013 which is globally recognised as the premier information security management system (ISMS) standard.
Our clients are Sophisticated investors with assets over $10 million and income over $1,000,000 who benefit from advisors with Big 4 experience who provide a personalised service for your family.