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We are an established Private Wealth and Financial Concierge firm, with deep roots in tradition, heritage and exponential success. We put the wealth of our clients as the highest priority.
The focus of our business is to not only achieve our clients’ personal and financial goals – but also achieving clients’ family goals is our passion.
Complex family asset structures require constant monitoring and management to attain family goals. This process is often difficult for clients to manage because of the knowledge and time required to produce the best possible outcomes.
Many advisers in the financial services industry specialise in certain areas, but not in every discipline required for a complete client solution. While they enlist other professionals to manage differing asset segments, this can lead to a dysfunctional and sometimes costly structure for clients.
Our Family Board structure accommodates large and complex assets, and manages assets in line with clients’ goals and families’ aspirations. We can control the administration of your assets, and manage relationships with your lawyers, accountants, portfolio managers, insurance advisers and other necessary professionals.
As the Administrator of your Family Board, we ensure you receive regular and consistent reports on your asset performance. We also provide you with the peace of mind that comes with knowing that your family assets are optimally structured for the best performance.
Our clients all care deeply about their legacy and therefore family values are at the forefront.
Managing Partner
Managing Partner
Samach Private Wealth Pty Ltd, trading as Samach Private Wealth ABN 61 661 454 593, is a Corporate Authorised Representative (CAR 1299868) of PGW Financial Services Pty Ltd ABN 15 123 835 441 Australian Financial Services Licensee number 384713
We use cookies to optimize the user-friendliness of our website and services. If you want to know more about the cookies we use and the data we collect with them, please read our privacy policy