Service Offering

GWPO delivers all major financial disciplines through one coordinated private office. This removes the need to manage multiple advisers and ensures every decision is aligned to a single, cohesive strategy. For anything outside our core capabilities, we introduce trusted market‑leading specialists to keep your financial world seamlessly supported.

Private Office Service

GWPO delivers a fully integrated private office service encompassing all core specialist disciplines, giving families a seamless and coordinated approach to growing, preserving, and transitioning their legacy. Built on decades of expertise across leading industry professionals, our model provides complex family groups with the advantages of a dedicated family office - strategic oversight, cohesion, and accountability - without the cost, governance burden, or operational complexity traditionally required.

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Financial Strategy

A disciplined financial strategy is the foundation of every major decision, ensuring each step aligns to the family’s long‑term objectives. It is the anchor that keeps the entire private office working in one direction.

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Wealth Management

Rigorous due diligence ahead of every investment decision ensures each asset plays a deliberate role in building and protecting long‑term family wealth. Nothing is accidental — every holding is selected to strengthen the future.

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Tax Planning

Effective tax planning is essential for complex family groups, ensuring every entity is optimised and working cohesively toward the family’s long‑term objectives. Without alignment, opportunities are missed and inefficiencies compound.

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Business Planning

Strategic business planning maps exits and realisation events well in advance, ensuring value is captured deliberately and integrated seamlessly into the family’s broader objectives.

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Legal Services

Through our network of specialist legal professionals, families gain coordinated support across all key areas of law. Strategic estate planning and asset protection ensure long‑term continuity and secure the family’s legacy across generations.

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Financial Organisation

We provide access to payroll, bookkeeping, and core business operations support—bringing order, accuracy, and efficiency to the financial life of the family group.

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Banking & Cash

Institutional‑grade cash and deposit solutions provide secure, optimised liquidity—supporting stronger financial stability and long‑term strategy.

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Risk Protection

Access to specialist personal and general insurance providers ensures key family members and assets are fully protected—strengthening long‑term security and reducing avoidable risks.

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Property

Strategic property decisions rely on the right expertise. Our access to leading property specialists ensures families benefit from sophisticated research, sourcing, and acquisition support aligned to their long‑term objectives.

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Lending

Our lending specialists understand the complexity of multi‑entity structures and business‑owner finance. Our team leverages strong banking relationships to deliver timely, strategic lending solutions.

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With relationships across international brokerage firms and FX specialists, families can move capital across borders, establish foreign currency accounts, and manage global funding needs with confidence.

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Philanthropy

Well‑designed philanthropic structures amplify impact. Through charitable trusts, strategic investment design, and impact‑aligned portfolios, families can support causes with clarity and long‑term effectiveness.

GWPO Approach

STAGE 1

Analysis

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Family Group Analysis

In depth analysis of the family group’s balance sheet, entities, structures and cashflows.

Comparing current position against all outlined values and objectives, while highlighting risks and opportunities for consideration.

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Family Values and Objectives

Map family group values and specific objectives, both financial and non-financial.

STAGE 2

STRATEGY

Strategy

Foundation Strategy

Establish whole of wealth foundation strategy, outlining how each family objective will be achieved.

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Group Financial Model

Demonstrate the family group’s long term financial position (cashflows & net assets) through a detailed financial model.

STAGE 3

Implementation

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Implement

Define a structured and time based implementation plan to establish the foundation strategy across the entire family group.

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Progress

Review all strategies on a quarterly basis, comparing outcomes to detailed financial model and making tactical changes where required.

Appoint GWPO

We welcome enquiries from families seeking a coordinated, whole‑of‑wealth partnership. Each new relationship begins with a discreet assessment of your current position to ensure strategic alignment. If a fully integrated private office approach aligns with your needs, we invite you to connect with our team.

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Grimsey Wealth Private Office Pty Ltd ABN 12 695 675 739 | Corporate Authorised Representative 1320151 of Grimsey Wealth Australian Financial Services Licence 293334

Wholesale clients only
‍Unless expressly stated otherwise, all information, products and services described on this website are intended solely for wholesale clients and must not be distributed to, or relied upon by, retail clients.

General Advice Warning:
The advice provided is general advice only and does not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. Liability limited by a scheme approved under Professional Standards Legislation.