Family Office administration

Are you feeling like a circus act, juggling your business, finances, family, and the future? Our bespoke Family Office service is the solution to expertly managing your wealth, life and legacy.

Whether you want to separate your personal and family administrative tasks or simply have more time and flexibility for travel and leisure, we are here to help.

What is Family Office?

Our Family Office is a privately controlled personalised support service dedicated to high-net-worth individuals and families. We can assist you with governance, administration, investments, risk management, personal life administration, and organisation.

“Their expertise and attention to detail were invaluable in ensuring that all the financial aspects were taken care of.”

Our Services

Whether you require short-term solutions, day-to-day support, or an annual update, we have you covered.

Life organiser

Ensuring your details are in order and updated 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, insurance, 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.

It’s time to enjoy life with our trusted and exceptional family administration service.

If you want to talk about what you need, just fill in the enquiry form below,
or contact Debra directly.

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As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
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