Family Office
DFK Benjamin King Money and BKM Wealth provide a full suite of support services for your Family Office. We help your family transfer established wealth across generations and take the ‘money questions’ out of your family relationships.
Managing family wealth isn’t just about the numbers, it’s about protecting what matters most and making sure your legacy is built to last.
At DFK Benjamin King Money, we offer Family Office services that take the complexity out of managing wealth across generations.
We help you bring everything together – financial, tax, and strategic planning – so your family stays aligned and confident about the road ahead.
We’re more than just advisors. We’re partners who take the time to understand your family, your values, and what you want to achieve, both now and in the future.
How We Help With Family Office Services?
Our Family Office support is personal, flexible, and tailored to your needs. Whether you’re building a long-term plan or just need help getting organised, we’re here to simplify the process.
- Wealth Structuring & Protection: We collaborate with your legal and investment advisors to put the right structures in place, protecting your assets while keeping things efficient and tax-smart.
- Investment Oversight: We don’t just manage investments, but we also help you stay informed. From tracking performance to aligning your portfolio with your goals, we make sure you’re seeing the full picture.
- Tax Advisory & Compliance: We handle the details so you don’t have to, keeping your family and business affairs compliant, effective, and ready for whatever comes next.
- Succession Planning: Planning for the next generation is never one-size-fits-all. We help you build a thoughtful, practical roadmap for transferring wealth the right way.
- Family Governance & Education: Keeping everyone on the same page matters. We support families with decision-making frameworks, communication strategies, and next-generation education to help preserve wealth and relationships.
Why Us for Family Office Services?
Families choose DFK BKM because we listen first. We don’t push products or talk in circles, we give straightforward advice, backed by years of experience and a genuine interest in helping your family succeed.
And with access to the global DFK network, we’re also equipped to handle international assets and cross-border planning with ease.
Let’s Talk About What’s Next
If you’re looking for a team you can trust with the big picture, we’d love to start a conversation.
Reach out to book a confidential consultation with our Family Office team today.
We’re ready when you are.
Our Family Office services include
Family wealth advisory
- Investment strategy
- Structuring advice
- Cash flow and debt strategy
- Estate planning and generational change
- Asset protection
- Consolidated wealth reporting
Family treasury
- Management of cash position
- Structured finance
- Wealth sourcing and negotiating institutional rates
- Cash flow operations – bill payments
Family investment
- Investment research and selection
- Asset allocation
- Risk monitoring
- Investment committee
Family relationship management
- Mentoring – leadership development
- Generational issues
- Co-ordinate work with other professional advisers
- Regular scheduled meetings
Governance
- Constitution
- Compilation of Family Board
- Family remuneration and entitlements
- Family values and expectations
Social responsibility
- Philanthropy
- Link to family values
- Ethical investments
- Structures – charitable trusts versus charitable organisations
Risk management
- Business insurance – Directors, Corporate, Travel, Property, Tax Audit, Landlord
- Personal insurance – Life, TPD, Trauma, Income Protection, Key person
- General insurance – Home, Contents, Motor Vehicle
Other
- Financial health check
- Accounting and taxation
- Superannuation compliance and advisory services
- Due diligence and audit services
- Bookkeeping and back office support
- Mail, payroll, and IT services
- Aged care
Other Services
ACCOUNTING
AUDIT AND ASSURANCE
BUSINESS ADVISORY
BUSINESS VALUATION
CORPORATE ADVISORY
FAMILY OFFICE
FINANCIAL PLANNING
SMSF
TAXATION
VIRTUAL CFO
Family office services provide comprehensive financial management for high-net-worth individuals and families. These services include investment management, tax planning, estate planning, and wealth preservation strategies. At DFK Benjamin King Money, we deliver tailored solutions that help manage complex financial structures, protect assets, and ensure long-term wealth growth across generations.
Family office services are ideal for high-net-worth individuals and families with complex financial needs. Whether managing multiple investments, planning succession, or preserving wealth, these services provide structured support. DFK Benjamin King Money works closely with clients to deliver personalised strategies that align with their financial goals and long-term legacy planning.
Family office services include investment management, financial reporting, tax planning, estate planning, and administrative support. These services are designed to simplify financial management and improve efficiency. DFK Benjamin King Money provides integrated solutions that help clients manage their wealth effectively while ensuring compliance and long-term financial stability.
Family office services help preserve wealth by implementing structured financial strategies, managing risks, and ensuring efficient tax planning. DFK Benjamin King Money focuses on long-term wealth protection through diversified investments, succession planning, and governance structures, helping families maintain and grow their wealth across generations.
Getting started begins with an initial consultation to understand your financial position, goals, and family requirements. Based on this, a tailored strategy is developed to manage and grow your wealth. DFK Benjamin King Money provides ongoing support, regular reviews, and expert advice to ensure your financial plan remains effective and aligned with your objectives.
Success can be measured through effective wealth growth, risk management, and achievement of long-term financial goals. Key indicators include portfolio performance, tax efficiency, and financial stability. DFK Benjamin King Money works closely with clients to monitor progress, adjust strategies, and ensure continued alignment with family objectives and legacy planning goals.