Private Client Services

Expert advisory and hands-on financial management for high-net-worth individuals and families seeking to preserve, grow and transition their wealth.

A Different Approach to Personal Financial Management

At InCorp Advisory, we take a holistic and collaborative approach to private client services, helping individuals and families achieve their financial goals while navigating complexities with ease.

Our philosophy centres on developing close client relationships, providing insight and a detailed understanding of your unique financial management needs. We actively listen, we prompt meaningful conversations, and we work alongside you to exceed expectations and realise your goals.

Personalised Solutions

Every family is unique, and so are our strategies. We tailor our approach to your specific circumstances, goals, and values.

Independent Advice

We ensure unbiased guidance by avoiding commissions or referral fees from any third-party advisors in our network.

Expert Collaboration

We work with your trusted advisors or connect you with licensed professionals from our extensive network.

Please note: InCorp Advisory Australia is not licensed to advise on elements of your family’s financial management strategy. We do work closely with your existing advisor to implement any outcomes from a review, and we have an extensive network of advisors that we will introduce you to if needed. We do not receive commission or in-kind benefits from this referral service.

Our Private Client Services

A comprehensive suite of services designed to address every aspect of your personal and family financial management.

Advisory Services

Strategic income tax planning, retirement planning implications, asset succession strategies, and independent collaboration with licensed investment and insurance advisors to help you meet your financial goals.

Compliance Services

Preparation of annual income tax returns, ongoing ATO compliance, corporate secretarial services including ASIC requirements, day-to-day accounting, bookkeeping, and maintenance of key financial documents.

Superannuation Services

We handle SMSF establishment, rollovers, annual returns, contribution and pension strategies, and estate planning implications.

Philanthropy

In conjunction with expert legal advice, we offer the experience to establish registered Public or Private Ancillary Funds and Not-for-Profit organisations, including ongoing management and regulatory reporting.

Documentation Management

We maintain your key personal documents, including Title Deeds, Wills, Trust Deeds, and corporate documents, creating a central axis point where all essential records are stored and kept current.

Estate Planning

We help document and articulate your asset succession strategy, then work with Estate Lawyers to translate your plan into correct legal form via Wills, Statements of Wishes, and Powers of Attorney.

Our Personal Financial Management Framework

Our approach adopts a disciplined, methodical review of existing financial structures and relationships to identify management shortfalls and potential opportunities.

This framework is developed specifically to your needs and can be offered as a whole or in part, providing a proven strategy of achievable goals for time-challenged people wanting to manage risk, create wealth, and look after their families.

Personal Financial Goals: We help you articulate your financial goals in the context of your broader personal and family objectives. Without a goal, there is no plan; without a plan, goals are never achieved.
Tax Liability Management: We ensure you meet your taxation obligations in the context of your family and personal financial management strategies, with ongoing preparation and lodgement of compliance documents.
Cash Flow Management: Developing a detailed, forward-focused cash flow plan that incorporates your personal goals, cash requirements, and taxation obligations ensures your goals are both measurable and attainable.
Personal Investments: Once goals are established, we work with your existing financial advisor or introduce you to qualified licensed investment advisors from our network to implement your strategy.
Personal Insurance: We connect you with licensed experts to provide appropriate advice on life insurance, income protection, or trauma cover as part of your broader financial strategy.
Estate Planning: We ensure the wealth you create is transitioned to your family efficiently and protected, working with Estate Lawyers to formalise your succession plan.

Why Choose InCorp Advisory Australia?

At InCorp Advisory, we understand that managing personal wealth requires a personalised and comprehensive approach.

Tailored solutions

Strategies designed for your unique family dynamics and financial objectives.

Commitment to integrity

Professional relationships built on trust, transparency, and honest communication.

Proven track record

Over 30 years of experience supporting high-net-worth individuals and families.

Comprehensive services

A full suite of services addressing every aspect of personal financial management.

Experienced team

A dedicated team of professionals with deep expertise in Australian regulations.

Holistic approach

Managing your complete financial picture, not just individual components.

Contact Our Team

Contact our Private Client Services team to discuss how we can help you preserve, grow, and transition your wealth with confidence.

David Bilston-McGillen

Chairman

Alanta Kirkland

Co-Head Melbourne, Partner, Private Clients

Gemma Tonge

Director

Contact InCorp Advisory

FAQs

What is a Family Office?

A Family Office is a specialised service designed to manage the financial and personal needs of high-net-worth individuals and families. It offers comprehensive solutions such as estate planning, tax advisory, and succession planning to manage the family assets across generations.

Who should consider a Family Office?

Families with substantial wealth, complex financial portfolios, or a need for intergenerational planning can benefit from a Family Office. If you seek to streamline financial management, protect assets, or establish a lasting legacy, a Family Office provides the expertise and structure you need.

What services do Family Offices typically provide?

Key services include tax planning, estate and succession planning, cash flow management, philanthropic guidance, and document safekeeping.

How is a Family Office different from other financial advisors?

Unlike wealth managers or accountants who focus on specific areas like investments or tax, a Family Office offers an integrated, holistic approach to financial and personal management, aligning all aspects with your long-term family goals.

How do I start using Family Office services?

Start by scheduling a consultation to discuss your family’s financial situation, goals, and specific needs. A Family Office will then design a tailored plan and coordinate the necessary resources to help you achieve your objectives.