How we differ
How we differ
Why Sage Stone
There is no doubt that wealth matters, yet wealth can mean more than financial success.
Every family is unique. We invest the time needed to truly understand each family's particular circumstances, needs and desires, uncovering what matters most to them – the purpose of their wealth. With this clarity and alignment, we help design and implement a Family Strategy that will empower them to achieve their Purpose of Wealth for generations ahead.
This is the Sage Stone experience.
"I've been there through all the moments that matter in my clients' lives. I've seen their kids grow, grandkids come along, buy their dream house. I love being there for them."
Tanya Vanderpoel – Partner, Wealth
The Sage Stone experience
As Australia's leading, modern Family Office, Sage Stone assembles the right infrastructure (people, processes, and systems) and curates bespoke networking opportunities with like-minded communities to deliver a highly personalised and outstanding experience. Critically, our people combine technical competence with a high degree of emotional intelligence – an essential pairing for helping families navigate their unique challenges, foster trust and maintain family cohesion.
Enabling positive impacts on our economy and society
Families of wealth are essential to the Australian economy, generating substantial numbers of jobs, capital, business innovation and community support.
This is put at risk when wealthy families do not receive effective support. When families of wealth embrace the proven Sage Stone Gemstone Framework, positive outcomes follow. Families thrive, businesses prosper and greater private capital is grown and deployed. This benefits the families themselves, the broader economy and society at large.
For a copy of Why the Modern Family Office Matters please .
A multi-generational approach
For families to prosper across generations, the second most important factor (after communication) is ensuring that younger family members are equipped with the tools and experience they need to lead and steward family wealth. By seeking to involve and consult all family members, we cultivate strong and trusted relationships, with deep engagement from the matriarch and patriarch through to the third or fourth generation that follows.
Sage Stone is deeply committed to safeguarding the success of future family leaders and helping them maximise their impact. We achieve this through our Rising Gen program, where we deliver customised family learning programmes and through our Investment Education series. This better prepares inheritors and establishes a shared vision of the family's Purpose of Wealth.
"We carefully consider the needs of each family and family member to build the right relationship team. This enables us to develop strong relationships across multiple generations and truly understand what matters most to our families."
Maria Lui – Partner, Head of Client Experience
Who we help
Sage Stone helps some of Australia's most successful families, family businesses, trustees, not-for-profits and individuals.