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What is a
Multi-Family Office?

Northhaven’s multi-family office offering provides a robust range of services tailored to the complex financial needs of your family.

  • Investment advisory and access to private investments

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  • Planning and management of intergenerational wealth

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  • Tax advisory and regulatory compliance

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  • Detailed accounting and reporting

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  • Family governance framework

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  • Insurance analysis and management

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  • Philanthropic planning and charitable giving strategies

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  • Estate planning and asset protection

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  • Concierge services for lifestyle management

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  • Private financial management and administrative services (payment of household and family bills)

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This collaborative approach enhances the quality of your financial journey, reducing the personal burden on your family and allowing you to enjoy more meaningful time together, create lasting memories, and pursue shared goals.

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By alleviating the complexities of wealth management, a family office empowers each generation to focus on what truly matters, ultimately positioning your family for long-term financial success and intergenerational prosperity.

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The Advantages

Access to Expertise

Northhaven provides a team of specialists across multiple disciplines, offering diverse perspectives and a wealth of knowledge in various financial areas.

Single Point of Contact

Northhaven becomes the single point of contact for all financial management inquiries, streamlining communication and efficiency.

Intergenerational Knowledge

Partnering with Northhaven prepares younger generations for wealth transfer through education and engagement, with intimate knowledge of your family’s needs.

Cost Efficiency

By sharing resources among multiple families, MFOs can reduce operational costs, allowing you to enjoy top-tier services without the burden of high fees.

Collaborative Learning

You will benefit from insights into best practices used by peers, helping you make informed financial decisions.

Comprehensive Services

Northhaven offers a holistic suite of services that address the unique challenges of managing significant wealth, including family governance and intergenerational planning.

Let's Connect

Whether you are just starting out on your financial journey, getting ready for retirement, or are somewhere in between, we can work with you to develop a comprehensive plan to achieve your goals. 

 

For an initial consultation that is free of cost or obligation to proceed, please leave your details and we will be in touch shortly.

Address

605/12 Century Cct, Baulkham Hills NSW 2153

Postal Address

PO Box 8277

Baulkham Hills NSW 2153

Phone

(02) 8850 4343

Contact Us

Thanks for contacting us. We will be in touch as soon as possible.

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