Financial Advisory Services
Welcome to Cuthberts, the family wealth strategist you’ve been looking for.
We provide expert advice on financial strategy, risk and governance, unlocking new value and helping you grow your family’s wealth for generations to come.
We understand the complexities our clients face. The business landscape has become far more complex in recent times, especially in the regulatory, tax and wealth management space. Investment strategies have to be more flexible and informed, keeping pace with accelerating change and shifting market dynamics.
Over time, families may become more complex and multi-layered. As new generations enter the family, succession and wealth transfer can become challenging.
New risks have emerged in the modern world of business, making generational wealth preservation an increasingly challenging task. Low-interest rates, volatile financial markets and unstable geo-political conditions all contribute to the need for sophisticated risk management processes.
The new era of technological advancement has also been a major disruptive force, with wealth being created – and lost – quickly. In this digitised environment, cybercrime has flourished and social media has become a reputation minefield. This is a risk management challenge.
We’ll help you navigate this ever-changing landscape, grow your wealth and plan how, and when, to pass it on to the next generation, safely and sustainably.
If you’re a business owner, investor or member of a family with over $10 million in investable assets, we can provide impartial advice to ensure your family’s long-term goals are achieved.
Our expertise and focus spans all sectors of the economy, from investment and financial to agriculture and retail.
How we can help
We provide the strategic advice to help you succeed in:
- Business strategies, including tax and legal structuring
- Structuring investment opportunities
- Risk assessment
- Cashflow planning, asset and business financing
- Profit improvement
- Establishing and embedding governance frameworks
- Legal and regulatory advice
- Property-related transaction support, including holding structures, tax and succession implications
- Board and executive leadership.
Cuthberts is the missing piece in your success story. Talk to us today.
Explore our services
Business Tax & Compliance
Business Growth & Strategy
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Governance, Risk & Business Resilience
Family Office Services
Family Office Foundation is your launch pad to integrated family, company and private wealth.
Our Family Office Foundation package provides an entry-level solution designed to meet the specific needs of successful families. We provide a simplified process with the aim of setting your family up for the future.