The main thing is always to have a plan;

if it is not the best plan, it is at least better than no plan at all

General Sir John Monash

Self Managed Family Office (SMFO)

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There are millions of families in Australia however very few achieve long term wealth and longevity. Even fewer have enshrined family values or traditions which feature as a hallmark of their name. When family businesses are involved and competing interests arise within the family unit, matters can be delicate.

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Why Use Self Managed Family Office ?

Family dynasties are not created by accident

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10 proprietary documents which you can use to establish and manage your own family office successfully.

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2 Hours Consultation (Platinum Package only)

We understand this process can be daunting so use our included consultation hours to your advantage.

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Establish values, vision and traditions

Use our document package to implement positive changes within your family long-term.

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Follow up Reminders

We'll keep you on track by sending you periodic compliance notifications.

About SMFO’s Founder

David Lucas has been a respected business law specialist in Australia for many years. Along with his list of professional and charitable accomplishments he is an... Accredited Family Business Australia Adviser Co-creator and Foundation Director of Family Business Consultants Network Accredited Business Law Specialist

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