Multi Family Office

Guiding Your Family’s Wealth for Generations

Generational Wealth Management for a Lasting Legacy

Managing family wealth is more than just investments—it’s about preserving your legacy, protecting your assets, and ensuring financial security for future generations. With expert guidance, your family can thrive across every stage of life.

why choose

Northhaven's Family Wealth Office?

Your Family, Your Legacy, Our Expertise

Wealth brings opportunities, but it also comes with complexities, responsibilities, and challenges. Without a structured approach, families can struggle with wealth preservation, tax burdens, and intergenerational planning.

At Northhaven, we simplify the process with tailored financial strategies, proactive wealth management, and seamless coordination of financial affairs—so you can focus on what matters most.

With our Family Wealth Office, your family’s financial future is secured, structured, and optimised for long-term prosperity and peace of mind.

Comprehensive Family Wealth Services

See How We’ve Helped Clients

take control of their wealth

"We wanted to give back—and set our kids up for the future."

John & Linda’s legacy: Teaching values through giving and investing.

With excess capital and income, John and Linda were keen to foster investment literacy in their young adult children while building a lasting legacy of charitable giving.

We established a Private Ancillary Fund that allowed strategic tax deductions across financial years, created a long-term philanthropic vehicle, and gave their children hands-on experience with managing investments—blending financial education with impact for generations to come.

John and Linda

"Four generations later, we’re still with the same advisers."

The Northhaven legacy: One family, four generations of trust.

Back in the late 1980s, William sought investment advice to secure his daughters’ futures. That single relationship sparked a trusted partnership spanning over 35 years and four generations.

From his daughters and their spouses, to in-laws, grandchildren, and now great-grandchildren, Northhaven has continued to guide the entire family through life’s financial milestones—advising multiple branches of the same family with care, consistency, and deep generational understanding.

William

"We didn’t want a big tax bill just to enjoy our investments."

Roger & Margie’s win: Enjoying the benefits, minus the tax.

Roger and Margie had built a strong share portfolio over the years, but selling it outright would trigger a significant tax liability—cutting into the lifestyle they’d worked for.

We created a strategy to gradually transfer their shares into super, tax-free. From there, they could draw a tax-free income stream to fund their retirement—maximising their returns and minimising stress.

Roger and Margie

"Selling the business was emotional—but they made it feel easy."

Sue & Leo’s next chapter: From business builders to full-time adventurers.

In their late 40s, Sue and Leo wanted to retire before 60, but didn’t know how to sell their family business without a hefty tax bill—or how to bridge the income gap before accessing super.

We helped them tap into small business CGT concessions, redirect funds into super, and later, unlock even more through a home downsize strategy. The result? Tax-free income in retirement, freedom to travel, and support for their kids.

Sue and Leo

"We didn’t think we could retire so soon—now we’re living the dream."

Greg & Jo’s surprise retirement: Retiring earlier, with confidence.

Greg and Jo had a home and some super, but were unsure whether it was enough to retire comfortably—or at all. They wanted clarity and peace of mind about their financial future.

We reviewed their assets, optimised their cash flow, and moved their investments into concessionally taxed, liquid assets. With ongoing advice and tailored portfolios, they retired earlier than expected—without compromising their lifestyle or long-term financial security.

Greg and Jo

"We realised we needed to protect each other—no matter what happens."

Shaun & Jen’s peace of mind: Protecting their home and their future.

With a new baby and both working again, Shaun and Jen faced a tough realisation: if either of them could no longer work, they might have to sell their home and start over.

We conducted thorough insurance needs analyses and set up a tailored mix of life, TPD, trauma, and income protection cover—keeping premiums manageable by using super where possible. Now, they’re protected and prepared for the unexpected.

Shaun and Jen

FAQs About Family Wealth Management

What is a Family Wealth Office, and how does it help?

Our Family Wealth Office provides holistic financial management for high-net-worth families, offering investment, tax, estate planning, and financial administration services in one streamlined solution.

How does Northhaven simplify wealth management for families?

We act as your single point of contact, handling all financial complexities—from structuring investments to managing daily financial tasks—so you can focus on your family.

What are the benefits of intergenerational wealth planning?

Without a strategy, wealth transfer can be costly and complex. We help protect, preserve, and transition assets efficiently, ensuring your legacy continues for future generations.

Does Northhaven provide tailored investment opportunities?

Yes, we offer access to private investments, tailored portfolios, and diversified strategies, aligning with your family’s financial objectives and risk preferences.

How do we get started with Northhaven’s Family Wealth Office?

We begin with a complimentary consultation, discussing your family’s needs, priorities, and goals to create a fully customised wealth strategy.

Let’s Build Your Family’s Financial Future—Together

Managing wealth shouldn’t be a burden—it should be an opportunity to empower your family, strengthen your legacy, and create lasting financial security. Let’s take the first step together.