Our services
offered to our clients
SWA Family Office is an independent service for those who have achieved financial independence and want to enjoy that success.
Talk to us if you’d like more information on any of these services.
- Private Wealth Management
- Philanthropy
- Generational Wealth Transfer
- Risk Minimisation
- Asset Planning
It ensures that your wealth supports your lifestyle, and the lifestyle of your family in future generations.
Our service includes the management of family assets to minimise risk and ensure family goals are met.
It includes building a vision for how wealth will be managed in the family and how it will pass from one generation to the next, and the plans and actions to ensure that happens.
The day to day management that allows you to enjoy your money, not spend your time managing it.
Because we are truly independent, with no product incentives or conflicts of interest, our answers depend only on your questions and challenges, and every solution is as unique as the people that seek us out.
Services offered to our clients
From Private Wealth Management to Risk Minimisation and Asset Planning, our independent advisers are here to help.
An experienced team of independent advisers
Find out more about our highly skilled, experienced team of independent financial advisory professionals.
For those who demand the best
Independent expertise for those who want to make the most of their financial success. See if our services suit your needs.