Collaborative Family Office & Wealth Managers
Families must manage their wealth in a holistic and structured manner in order to successfully build, grow and preserve it for future generations. With a dedicated and collaborative approach, we help founders of successful businesses and families with intergenerational wealth do just that.
Discover Our Holistic Family Office Advisory Services
Family Office Service: Family Office Structure
Family Office Service: Cash Forecasting
Family Office Service: Property Advisory
Family Office Service: Risk Management Advisory
Family Office Service: Governance
Family Office Service: Lifestyle Administration
The BlueRock Family Office Advisory Framework
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![Phase 1 Initial Discovery Engagement]()
Phase 1: Initial Discovery & Engagement
We embark on a journey to understand what drives you, define your vision, and articulate how we can add value to you. This phase includes:
- Structured facilitation of goals and family vision.
- Exploration and documentation of intergenerational wealth objectives.
- Articulation of practical and financial objectives for the family.
- Definition of investment philosophy and asset allocation objectives for overarching wealth strategy.
- Review of existing assets/investments and strategy.
- Determine existing income and liquidity profile of family assets.
- Engage with relevant family members and document family tree.
- Review of corporate structure and succession planning arrangements.
- Explore existing advice relationships and relevance to forward-looking plan.
- Review of existing governance documents – family charter, investment policy.
- Exploration of philanthropic objectives and current structure.
- Discussion around wider family objectives – lifestyle, health and relationships.
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![Phase 2 Advisory Implementation]()
Phase 2: Advisory & Implementation
We utilise the breadth of our experience, network and resources to execute on a wide range of services and strategies.
- Establishment of Wealth Advisory Board project management tool.
- Preparation of family governance documents.
- Preparation of financial modelling / forecasting, as required.
- Preparation of forward-looking liquidity profile for funding family needs and placing investments.
- Preparation of full balance sheet and asset allocation reporting tool.
- Provision of strategic investment advice – linked to asset allocation framework and macro-economic views.
- Oversight of changes in corporate structure focused on asset protection, tax efficiency & succession.
- Project management of all advisory implementation.
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![Phase 3 Ongoing Review Maintenance]()
Phase 3: Ongoing Review & Maintenance
We facilitate Family Wealth Advisory Board meetings to structure discussion and action across all facets of your financial world. Our team can:
- Facilitate monthly, bi-monthly, or quarterly Family Advisory Wealth Board meetings.
- Provide a central point of contact for all matters relating to family wealth.
- Prepare and oversees meeting minutes and action items
- Collaborate, on behalf of family group, with all supporting professional advisors (i.e, accountants, lawyers, brokers).
- Provide ongoing strategic investment advice – linked to asset allocation framework and macro-economic views.
- Prepare quarterly asset allocation, liquidity and balance sheet reporting.
- Analyse risk management effectiveness and succession planning needs.
The BlueRock Family Office Advisory Indicative Pricing
Discover & Advise
Fee estimated in the range of $20,000 to $30,000 based on complexity.
Fee includes:
- Phase 1: Initial Discovery
& Engagement
Involves at least 2-3 meetings via a structured exploratory process with you and key family members.
- Phase 2: Advisory & Implementation
Involves multiple family group meetings with supporting professional advisors.
Guide & Maintain
Fees range from $2,000 to $5,000 based on complexity.
- Phase 3: Ongoing Review & Maintenance
Involves monthly, bi-monthly, or quarterly Family Advisory Wealth Board meetings. This fee is specific to your Wealth Advisory Board requirements and the various functions required in the delivery of services on an ongoing basis.
Prices are in AUD and exclude GST. Stage 1 (Discover & Advise) is typically invoiced over a 3-month period. Stage 2 (Guide & Maintain) is typically invoiced from month 4 on a monthly basis.
