Independent Family Governance Boutique

Family Governance. Capital Discipline. Long-Term Clarity.

Independent governance and capital oversight support for families and closely held enterprises in Australia. We help bring structure, transparency and process discipline to capital stewardship — without selling products.

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We do not provide financial product advice and do not manage investments. Where regulated financial services are required, appropriately licensed third parties are engaged.
What we support

A discreet, structured approach to governance and oversight — built for continuity.

Governance frameworks

Decision-making structure, documentation and meeting discipline.

Capital oversight coordination

Consolidated visibility across structures and advisers.

Reporting clarity

Clear reporting formats and governance materials for informed discussion.

Generational continuity

Support alignment and long-term stewardship conversations.

Our philosophy

Long-term capital requires structure. Structure requires discipline. Discipline requires documented process.

Our role is to support families in building sustainable governance foundations — improving transparency, accountability and coordination across professional adviser relationships.

Learn more about our role