Are you feeling like a circus act, juggling your business, finances, family, and the future? Household tasks are piling up, legal and tax burdens loom, and you dream of having more time to enjoy life.
Managing wealth—and life—often becomes a demanding full-time job. A solution to getting your time back can be as easy as having help when and where you need it. Gilligan Sheppard’s Family Office can help you ensure that management of wealth, life and your legacy is taken care of.
Our Family Office is a personalised support service that’s privately controlled and dedicated to supporting high-net-worth individuals and families. We can assist you with governance, administration, investments, risk management, personal life administration and organisation.
We provide a tailored approach depending on your needs. Think of us as your life organiser, personal assistant, and lifestyle manager rolled into one. If we don’t know the answer, we have a team of experts we can call on.
“My family and I have had the pleasure of working with Debra and the Gilligan Sheppard team over the past six years, which has been an absolute delight! Debra is the perfect balance of professional and personable. She really took the time to understand our family’s unique financial situation and provided exceptional guidance and advice. With Debra’s help, we are able to manage our monthly finances, family trusts, and much more, stress-free. Thank you, Debra, for being so reliable, trustworthy, and friendly. We appreciate all that you do for our family.”
– Emma Thorne, Baker Family.
Family Office administration is here to take away the hassle and time it takes to manage family wealth and provide you with completely personalised services. Whether you require short-term solutions, day-to-day support, or an annual update, we have got you covered.
Life organiser
Ensuring your details are in order and kept up to date annually with a compendium of instructions, wills, trust documents, EPAs, and personal and business contacts.
Lifestyle management
We can manage the day-to-day operations which can include travel arrangements, insurances, banking, property management and other personal services.
Wealth management
We can collaborate with your existing contacts and relationships to manage the administration of family, personal, commercial and/or rental properties and investments.
Debra has been part of the Gilligan Sheppard team for 15 years. With 30 years’ experience in Accountancy Practice Management, Debra has the depth of essential knowledge required to help you. From separating out your business and personal affairs, to being a trusted personal advisor to you and your family, Debra does it all with care and consideration.
“When I am trusted to take care of administration on behalf of another person or family, I never take it for granted and feel very privileged. Every family is unique; the Family Office isn’t about putting your family into a mould or giving you a cookie-cutter set of services, but instead offering customised solutions that work best for you.”
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If you don’t know where to begin, want to talk through something, or have a specific question, fill in the form, and we’ll get back to you within two working days.
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