What we do
What we do
All the services, under one roof
Our comprehensive, integrated approach is what truly distinguishes Sage Stone. Through a dedicated and deeply experienced Relationship Management team, we deliver access to every service a family needs to navigate the complexities of intergenerational wealth.
With more than 200 professionals, the Sage Stone team possesses extensive knowledge of Family Office requirements, investment management, taxation, superannuation, succession planning, financial management, philanthropy, agribusiness and trustee services.
We put our families' interests first, taking the time to build relationships of confidence and trust and tailoring our advice to their individual needs and aspirations.
At Sage Stone, we invest the time needed to understand each family's distinct Purpose of Wealth. We begin by uncovering what each family and its individual members value most, informing everything from investment decisions to community engagement and contribution.
By listening carefully and understanding what truly matters, we develop a tailored roadmap that guides the family through the important decisions ahead, delivering greater clarity and impact.
To explore how we can support your family in prospering and managing intergenerational wealth effectively, please .
“The real benefit for our families is having a Relationship Management team with a unique, panoramic view, an understanding of the family's balance sheet and awareness of events which may unfold in the future, with a full service offering in place to then support and deliver.”
Ralf Haase – Partner, Head of New South Wales
Our People
Our services are brought to life by a team of specialists who live our core values of excellent, heartfelt, inspiring and principled.