The sense maker for complex family wealth:
Independent counsel for family heads and founders when wealth, structures and family have outgrown any one specialist. I bring the whole picture together and help guide the decisions that matter.
Accountant of the Year, Women in Finance Awards 2026
Family Wealth Advisory · Based in Sydney, working with family members worldwide.
Makes complex family wealth easier to see, manage and decide on.
I act as the independent person across the whole picture: your wealth, structures, advisers and family priorities. I do not replace your specialists. I make sure their advice connects, important gaps are addressed, and the family can make decisions with clarity.
-
Strategic Review
I review how your assets, entities, trusts, insurance, estate documents and advisory relationships fit together. I clarify who owns what, who makes which decisions, and where the current plan no longer reflects your family’s reality.
-
Risk Resolution
I identify the risks that can sit between advisers or fall outside anyone’s formal remit—from outdated documents and lapsed protection to unclear responsibilities and untested assumptions. Together, we prioritise what needs attention first and put it into action.
-
Decision Counsel
When there is a major decision to make, I offer an independent, informed perspective. I ask the difficult questions, bring competing views into focus, and help you decide what is right—then keep the work moving.
Start with a Conversation
For family heads and founders whose wealth, structures and family no longer fit a single specialist’s brief — and who want independent counsel sitting with the people they already trust.
Enquire now