TRIBECA

Who we help

Your story is unique, filled with its own set of hopes and ambitions. Triumphs and disappointments. Opportunities and challenges.
Wherever you or your family are at in your journey – maybe you’ve built a significant portfolio of assets, grown a successful business and looking to sell, are overseeing generational wealth and managing the complexity that comes with it, or preparing for succession to preserve the family’s interests – we’re here when you need us.

To listen and support. Guide and educate. Inspire and empower you to live your Good Life.

To truly understand what drives your financial decisions, our deep and long-term relationships are built on empathy and trust. That enables us to provide advice – whether one-on-one or around a family boardroom table – that is meaningful, tailored and outcome-focused. And responds to you and your family’s needs and goals as they evolve over time.

Individuals and families

Having significant assets and wealth passed from generation to generation is a wonderful legacy. But it can also be a significant burden in ensuring it is managed smartly, sensitively, and appropriately. If this is your responsibility, you will want a trusted financial advisor you can turn to at a moments notice who is highly experienced in generational wealth transfer – and importantly – extremely comfortable in leading money conversations within the family dynamic.

Whether you’re in a high-net position through career, family legacy or other circumstance, you want to strike the perfect balance between accelerating your financial interests and safe-guarding them. This is where human-centred advice becomes so important. Rather than making it all about the numbers we make it all about you, understanding your motivations (and hesitations) to offer practical and meaningful strategies to boost your level of financial freedom and security.

Succession and wealth

A middle-aged man wearing wire headphones running in a blue t-shirt 
Succession planning (sometimes confused with estate planning which focuses on the technical aspects of handling an estate) has many layers requiring sensitivity and holistic thinking. There are a broad set of questions that need to be discussed and resolved. Who will lead the family? How will responsibility be shared? How are family values preserved alongside family wealth? An advisor who can manage both the complexity and emotions that arise through this process is a valuable asset.
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If you have come into family wealth through inheritance or succession, it shouldn’t be automatically assumed you have the skills or experience to manage it. A successful businessperson, professional or parent may be highly capable in other aspects of life and still feel uncomfortable making decisions about investments, trusts, tax or estate structures; especially when greater family interests are involved. Good advice can bridge that gap by building confidence to take control. 
Discover how to navigate the great wealth transfer.

Crossroads and complexity

When you’re going through a challenging event like a loss of partner, managing an inheritance, going through a divorce or caring for a loved one; everything might feel heavy. And isolating. What we can do is be there as an empathetic voice to provide perspective and guidance around the financial pressures and implications that may be impacting you, and offer reassurance and support.

Structures such as trusts, companies and self-managed super funds can be complex and layered in financial speak and legalise. Navigating through this and arriving at decisions that are good for you and your interests is paramount. Our strength in these situations is to work closely with your and/or our team of trusted advisors – think accountants, lawyers, trademark experts – to ensure we’re all pulling in the same direction to achieve the most optimum result for you.

Ready when
you are

Want to know more about Tribeca and the value we can provide in supporting your private wealth management?

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.

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TRIBECA