Who we help
Who we help
Families & individuals
No two families are alike. We understand from experience that every family—and every individual within it—is distinct, with their own aspirations and driving forces.
Even so, significant wealth calls for specialist guidance. Whether wealth has been earned or inherited, we offer a calibre of service defined by discretion and counsel, driven above all by what matters most to our clients.
Single Family Offices
Certain families of considerable wealth operate a Single Family Office structure to address their requirements, while also engaging a Multi-Family Office to bridge gaps in expertise, systems and processes. In time, the Single Family Office may evolve into a Multi-Family Office, preserving its identity, personnel and premises while gaining access to a broader model that enhances capabilities, reduces key person risk and unlocks economies of scale.
Over the longer term, a Multi-Family Office can serve as a safety net or successor to a Single Family Office. This becomes especially important should future changes in family circumstances necessitate a shift in the Family Office model.
Family Businesses
Seventy percent of Australian businesses are family-owned. These enterprises span a wide range of sizes, sectors and structures. We deliver expert commercial counsel across a range of functions for private businesses, including disposals, succession planning, operational restructuring and expansion.
Our integrated consulting approach draws upon Sage Stone specialists across multiple disciplines to provide a seamless, end-to-end experience that supports families in reaching their objectives.
Philanthropists and families seeking to give with Purpose
Experience has shown us that a desire to give, on its own, is insufficient.
We guide families in discovering their philanthropic purpose by revealing their personal passions and motivations for giving. We then leverage our extensive networks and knowledge of the philanthropic sector to identify, cultivate and steward charitable partnerships with organisations that share these passions and align with this purpose. In doing so, we empower families to amplify the positive social impact of their capital and relieve the burden of navigating philanthropy alone.
Family Succession and Trustee Services
Transferring wealth demands careful and intentional planning.
Trustees occupy a position of extraordinary responsibility, requiring the highest standards of integrity and fiduciary care. Fulfilling this duty calls for both time and expertise spanning the financial and non-financial dimensions of wealth management.
Our highly skilled and compassionate team lifts this burden from loved ones, thoughtfully balancing family dynamics and intergenerational considerations with rigorous governance, wealth management and legal expertise.
Fiduciaries & not-for-profit
The financial resources of a charitable organisation are hard-earned. They are valuable and not easily replaced. Our approach to managing these assets is grounded in clear, focused and effective investment counsel.
Sage Stone partners with Boards and Foundations to align the day-to-day operational requirements of an organisation with its longer-term financial goals. We accomplish this through diligent fiduciary oversight and carefully structured succession planning that strikes the right balance between an organisation's charitable mission and its administrative obligations.
Indigenous communities
Where indigenous communities have secured benefit payments from resources companies, considered planning and stewardship can protect and enhance this pool of financial wealth for generations ahead.
Sage Stone has partnered closely with Indigenous communities in the role of Trustee for numerous Native Title trusts. Through sustained daily engagement, we ensure the priorities and needs of the beneficiaries are honoured while providing robust stewardship of the assets.
What we do
At Sage Stone, we provide all the services families require to protect and grow their wealth, under one roof.