Tribeca
Family
Wealth
Our purpose
Supporting you and your family to live your Good Life.
No over-complication. No suits around boardroom tables. No sweeping promises. Simply grounded, considered and outcome-focused expert financial advice that’s meaningful, human-centred and tailored to your unique circumstances.
Family matters
Who
we help
Our experienced and empathetic advisors are highly skilled in supporting individuals and families with significant wealth. You may be a family business owner preparing to sell; a successful professional wanting to maximise your assets; a retiree or pre-retiree managing considerable savings (but also considerable complexity); a family member entrusted with overseeing generational wealth.
Or you may be already receiving financial advice but searching for someone new who can provide a more holistic and tailored approach to your unique circumstances.
Tribeca Family Wealth is ready to help you.
Reassuring Leah was our first priority. The next was freeing up some funds for her to maintain her lifestyle and financial commitments. This involved arranging for a part payout of Life Insurance to help with items such as bills and everyday living expenses, lifting a significant weight off Leah’s shoulders. As we set about helping to resolve Lou’s Estate (which was achieved successfully enabling Leah to become debt free), we also helped restructure her finances including updating the Life Insurance and Illness Policy and creating a Will, giving Leah the peace of mind knowing that her girls would be taken care of if something was to happen.
You can click here to learn more about Leah’s story as well as other clients we have helped to shore up their financial situation and grow their wealth.
How we
help
To be your experienced advisor for managing your complex financial affairs, we know such a high trust relationship must be earned. It’s why we centre everything around building strong relationships through removing red tape and jargon, being transparent and open in all of our interactions, and ensuring your Tribeca team are totally invested in you.
Reassuring Leah was our first priority. The next was freeing up some funds for her to maintain her lifestyle and financial commitments. This involved arranging for a part payout of Life Insurance to help with items such as bills and everyday living expenses, lifting a significant weight off Leah’s shoulders. As we set about helping to resolve Lou’s Estate (which was achieved successfully enabling Leah to become debt free), we also helped restructure her finances including updating the Life Insurance and Illness Policy and creating a Will, giving Leah the peace of mind knowing that her girls would be taken care of if something was to happen.
You can click here to learn more about Leah’s story as well as other clients we have helped to shore up their financial situation and grow their wealth.
Oversight
Whole-of-wealth oversight
Offering a consolidated and holistic view of what you own, how it’s structured, what’s liquid and what’s working hard so decisions around access to funds and long-term capital are clearer.
Continuity
Family wealth and next generation
Supporting the broader family unit, helping you think through how this evolves for your family over time including estate and legacy considerations, and ensuring their own confidence and preparedness.
Harmony
Family dynamics
Enabling and empowering discussions around family wealth to allow different voices to be heard while managing intergenerational thinking and challenges, sibling differences and viewpoints, and the complexity of multi-generational dynamics.
Structure
Structure synergy
Reviewing how your entities, trusts, super, companies and personal assets work together and adapting these as your situation evolves.
Efficency
Tax coordination
Working alongside your accountant to keep tax efficiency across structures, transactions and income.
Growth
Maximising investments
Providing expert and considered strategy across your full investment portfolio to maximise relevance and outcomes.
Flexibility
Debt and liquidity
Reviewing borrowing structures, repayment strategy and liquidity planning, and bringing in lending specialists where useful.
Direction
Strategic priorities
Supporting key decisions such as liquidity events, business sales, philanthropy, gifting and property decisions and other moments where coordination matters most.
Alignment
Aligned decision-making
Engaging regularly with other trusted specialists such as solicitors, accountants and mortgage brokers so decisions are fully aligned.
Here
for you
We are here for you in whatever advice capacity you require, from providing structure and clarity to your own personal finances, to assisting with family board decisions around aspects like forward planning, taxation implications and legacy considerations. Our sensitivity and skill in managing challenging and complex discussions – particularly in balancing expectations and personalities – is one of our greatest strengths.
Reassuring Leah was our first priority. The next was freeing up some funds for her to maintain her lifestyle and financial commitments. This involved arranging for a part payout of Life Insurance to help with items such as bills and everyday living expenses, lifting a significant weight off Leah’s shoulders. As we set about helping to resolve Lou’s Estate (which was achieved successfully enabling Leah to become debt free), we also helped restructure her finances including updating the Life Insurance and Illness Policy and creating a Will, giving Leah the peace of mind knowing that her girls would be taken care of if something was to happen.
You can click here to learn more about Leah’s story as well as other clients we have helped to shore up their financial situation and grow their wealth.
How we add value
Family engagement
As we are people-led, our ability to understand family dynamics is one of our great strengths. We are highly skilled and sensitive in leading family roundtables to discuss values, decision-making and the role of wealth across generations. This also extends to offering advice and guidance for children and younger family members, or support around family based philanthropy structures.
Reassuring Leah was our first priority. The next was freeing up some funds for her to maintain her lifestyle and financial commitments. This involved arranging for a part payout of Life Insurance to help with items such as bills and everyday living expenses, lifting a significant weight off Leah’s shoulders. As we set about helping to resolve Lou’s Estate (which was achieved successfully enabling Leah to become debt free), we also helped restructure her finances including updating the Life Insurance and Illness Policy and creating a Will, giving Leah the peace of mind knowing that her girls would be taken care of if something was to happen.
You can click here to learn more about Leah’s story as well as other clients we have helped to shore up their financial situation and grow their wealth.
Removing complexity
Significant wealth, be it for individuals or families, typically comes with many layers of competing considerations (taxation/div 239, super constraints, contribution caps, CGT implications). Left unmanaged, complexity can lead to inefficiencies or missed opportunities. For positive outcomes, decisions need to be made in a logical and timely manner. We bring structure to this early, so future decisions are simpler, more aligned, and better informed.
Reassuring Leah was our first priority. The next was freeing up some funds for her to maintain her lifestyle and financial commitments. This involved arranging for a part payout of Life Insurance to help with items such as bills and everyday living expenses, lifting a significant weight off Leah’s shoulders. As we set about helping to resolve Lou’s Estate (which was achieved successfully enabling Leah to become debt free), we also helped restructure her finances including updating the Life Insurance and Illness Policy and creating a Will, giving Leah the peace of mind knowing that her girls would be taken care of if something was to happen.
You can click here to learn more about Leah’s story as well as other clients we have helped to shore up their financial situation and grow their wealth.
Empowering knowledge
We’re on this wealth journey together. That’s important. It means that learnings go both ways; from our specialist team members putting in the time and energy to gain a clear understanding of what drives your needs and ambitions, to then educating and supporting you with your financial decisions through empowering your knowledge and mindset around money. Evolving thinking and behaviours can realise as many dividends as stock market results.
Reassuring Leah was our first priority. The next was freeing up some funds for her to maintain her lifestyle and financial commitments. This involved arranging for a part payout of Life Insurance to help with items such as bills and everyday living expenses, lifting a significant weight off Leah’s shoulders. As we set about helping to resolve Lou’s Estate (which was achieved successfully enabling Leah to become debt free), we also helped restructure her finances including updating the Life Insurance and Illness Policy and creating a Will, giving Leah the peace of mind knowing that her girls would be taken care of if something was to happen.
You can click here to learn more about Leah’s story as well as other clients we have helped to shore up their financial situation and grow their wealth.
Reducing worry
Receiving advice is one thing. Putting it into practice is another. This is where we roll up our sleeves and step in for time-stretched families where day-to-day help is needed; whether that’s coordinating tax payments and major transfers, reviewing project spend or invoices, or getting your professional team in the same room so decisions get made . It comes back to providing clear, practical and holistic advice and support so you can live your Good Life.
Reassuring Leah was our first priority. The next was freeing up some funds for her to maintain her lifestyle and financial commitments. This involved arranging for a part payout of Life Insurance to help with items such as bills and everyday living expenses, lifting a significant weight off Leah’s shoulders. As we set about helping to resolve Lou’s Estate (which was achieved successfully enabling Leah to become debt free), we also helped restructure her finances including updating the Life Insurance and Illness Policy and creating a Will, giving Leah the peace of mind knowing that her girls would be taken care of if something was to happen.
You can click here to learn more about Leah’s story as well as other clients we have helped to shore up their financial situation and grow their wealth.
Investing wisely
Reassuring Leah was our first priority. The next was freeing up some funds for her to maintain her lifestyle and financial commitments. This involved arranging for a part payout of Life Insurance to help with items such as bills and everyday living expenses, lifting a significant weight off Leah’s shoulders. As we set about helping to resolve Lou’s Estate (which was achieved successfully enabling Leah to become debt free), we also helped restructure her finances including updating the Life Insurance and Illness Policy and creating a Will, giving Leah the peace of mind knowing that her girls would be taken care of if something was to happen.
You can click here to learn more about Leah’s story as well as other clients we have helped to shore up their financial situation and grow their wealth.
Growing and protecting your wealth should sit side-by-side. Our investment approach is built around maximising the probability of achieving your goals without taking unnecessary risk. We combine broad market index exposures with disciplined factor-based strategies to create portfolios that are diversified, cost-efficient, and designed to deliver consistent long-term outcomes. We believe wealth management should be sophisticated, not complicated.
Of course, making sure the numbers add up is extremely important. But we find what our clients value the most is knowing they can rely on an impartial and highly qualified team of experts to work through any financial scenario and provide considered and holistic advice around the family boardroom table for individuals and the collective.
Meet our specialists
Our Tribe of family wealth experts are looking forward to helping you and your family live your Good Life.
Head of Advice & Partner. SMSF expert. Skilled strategist.
Rob epitomises Tribeca’s Good Life approach to advice. He gains the greatest buzz from giving his clients the clarity, tools and guidance they need to reach their goals and live life to the fullest. He loves the strategy of advice, particularly in exploring and forging new ways of thinking throughout the business such as in the investment and SMSF space. As a natural leader, when Rob believes in something he’s all in, leading him to become partner of Tribeca. This passion and energy for his work is more than matched by his dedication to his young family at home and living a Good Life.
Rob gains the greatest satisfaction from giving his clients the clarity, tools and guidance they need to reach their goals and live their Good Life. He is a champion for exploring and forging new ways of thinking throughout the business, particularly in furthering investment and SMSF strategy, and supporting multi-generational clients with complex needs. As a natural leader, Rob’s role encompasses Partner, Head of Advice, Committee leads and fostering Tribeca’s inclusive culture. This commitment and energy for his work is more than matched by his dedication to his young family at home.
Lead Advisor & Partner. Change influencer. Family man.
Life-changing advice. This means everything to Matt. To make a meaningful difference to someone’s life; not just their balance sheet. His curiosity and honesty enables him to forge incredibly strong relationships with his clients, meeting challenges and opportunities head on together. He is particularly skilled at helping clients build and manage wealth through evidence-based investing, tax-effective strategies, and clear long-term planning. Giving them the confidence to make good financial decisions at every stage of life. As a Partner at Tribeca, his blend of forward and strategic thinking together with equal measures of humour and enthusiasm is highly valued. Also valued is how Matt prioritises home-life and work-life, where family time is his favourite time.
Life-changing advice. This means everything to Matt. To make a meaningful difference to someone’s life; not just their balance sheet. His curiosity and honesty enables him to forge incredibly strong relationships with his clients, meeting challenges and opportunities head on together. He is particularly skilled at helping clients build and manage wealth through evidence-based investing, tax-effective strategies, and clear long-term planning. Giving them the confidence to make good financial decisions at every stage of life. As a Partner at Tribeca, his blend of forward and strategic thinking together with equal measures of humour and enthusiasm is highly valued. Also valued is how Matt prioritises home-life and work-life, where family time is his favourite time.
Senior Advisor. Financial wellbeing champion. Psychology major.
Understanding human behaviour has always shaped Rachael’s work, beginning with her degree qualifications in psychology and now through improving the financial wellbeing of her clients. It’s seen her career go places, quite literally, from a burgeoning career in London to establishing herself as a highly valued Senior Advisor at Tribeca. Of particular interest is helping women through life transitions, from separation and widowhood to navigating redundancy or stepping back from a career. It’s the human side of advice that inspires Rachael, truly understanding her clients to offer them clarity, control and confidence through putting new financial strategies and structures in place and enhancing money behaviours and mindsets.
Understanding human behaviour has always shaped Rachael’s work, beginning with her degree qualifications in psychology and now through improving the financial wellbeing of her clients. It’s seen her career go places, quite literally, from a burgeoning career in London to establishing herself as a highly valued Senior Advisor at Tribeca. Of particular interest is helping women through life transitions, from separation and widowhood to navigating redundancy or stepping back from a career. It’s the human side of advice that inspires Rachael, truly understanding her clients to offer them clarity, control and confidence through putting new financial strategies and structures in place and enhancing money behaviours and mindsets.
Senior Advisor & Partner. Purpose driven. Beach & snow lover.
Nothing is more satisfying for Peter than helping a client set a financial or life goal – and then work hand in hand to see them reach it. Empowering people with holistic financial advice has framed his career, from helping women navigate a challenging event like a divorce, to equipping high income earners wanting to make a change. It’s this desire to help others live their Good Life that led him to head up Tribeca’s Sydney office. Peter’s drive certainly doesn’t slow down outside of work, from chasing Hops (his beloved bulldog) to chasing after his two young children. It’s a life filled with adventure and new possibilities.
Nothing is more satisfying for Peter than helping a client set a financial or life goal – and then work hand in hand to see them reach it. Empowering people with holistic financial advice has framed his career, from helping women navigate a challenging event like a divorce, to equipping high income earners wanting to make a change. It’s this desire to help others live their Good Life that led him to head up Tribeca’s Sydney office. Peter’s drive certainly doesn’t slow down outside of work, from chasing Hops (his beloved bulldog) to chasing after his two young children. It’s a life filled with adventure and new possibilities.
Practice Manager. Problem solver. People person.
Not many people can say they’re doing their dream job. Kirsten does. And we’re the lucky ones for it, with Kirsten being one of our long-term culture shapers. There’s three things she absolutely adores about her role – meeting people, solving problems and making Tribeca hum. And she’s exceptional in each one, ensuring our advice processes continue to set the standard and our clients remain firmly at the core of everything we do, particularly as we continue to grow (which Kirsten also plays a large role in). She takes her people superpowers well beyond our office walls; whether through her travels, family experiences, or supporting community and charitable initiatives.
Not many people can say they’re doing their dream job. Kirsten does. And we’re the lucky ones for it, with Kirsten being one of our long-term culture shapers. There’s three things she absolutely adores about her role – meeting people, solving problems and making Tribeca hum. And she’s exceptional in each one, ensuring our advice processes continue to set the standard and our clients remain firmly at the core of everything we do, particularly as we continue to grow (which Kirsten also plays a large role in). She takes her people superpowers well beyond our office walls; whether through her travels, family experiences, or supporting community and charitable initiatives.
Lead Client Experience Associate. Self-motivator. Green thumb.
Bonnie plays a key role in coordinating advice delivery across superannuation, investments and insurance; her hands-on, supportive style bringing financial advice to life for her clients. Known for her calm and structured approach, she ensures every recommendation is delivered with precision, clarity and care. Nothing is left unclear or incomplete, whether guiding clients through next steps or resolving time-sensitive issues. Bonnie is just as outcome focused outside of work, particularly around her love of the home grown and hand made through gardening and floristry.
Bonnie plays a key role in coordinating advice delivery across superannuation, investments and insurance; her hands-on, supportive style bringing financial advice to life for her clients. Known for her calm and structured approach, she ensures every recommendation is delivered with precision, clarity and care. Nothing is left unclear or incomplete, whether guiding clients through next steps or resolving time-sensitive issues. Bonnie is just as outcome focused outside of work, particularly around her love of the home grown and hand made through gardening and floristry.
Our Codes
of Practice
At Tribeca we live by a set of our own and industry values and standards. They are not words that sit on a screen or handbook. They permeate through all our interactions and actions, keeping us accountable and focused on what’s most important. You.
Ready when
you are
Next step is to arrange a call with with Rob or Rachael. You can do this by contacting our office on 1300 388 285 or emailing our team.
Articles of interest
How to protect family wealth – and relationships