Family Office Advisory Services
The work we do with families, providing comprehensive guidance on family dynamics and governance structures, family architecture, and operational frameworks that align with family values and objectives.
Emerald Family Enterprise Group is a family enterprise advisory firm working alongside owning families across Australia, Southeast Asia and Greater China. We help families strengthen their relationships, prepare the next generation, and steward their wealth with purpose, so that both the family and the enterprise flourish for generations to come.
Start the evolution with your family, book a confidential conversation with our teamEmerald Family Enterprise Group (EFEG) is a family enterprise advisory firm that helps owning families achieve continuity, harmony, and the purposeful stewardship of their wealth across generations. Our work spans three connected divisions — Family Office Advisory Services, Next Gen Development, and Emerald Partners. These pages describe our Family Office Advisory Services: the work we do alongside families to architect, build, and sustain their family office.
Meet the teamThe work we do with families, providing comprehensive guidance on family dynamics and governance structures, family architecture, and operational frameworks that align with family values and objectives.
A specialised next-generation development initiative offering tailored programs designed to build capability and confidence to prepare future leaders with essential skills in leadership, financial literacy, and family enterprise management.
Our partnership offering for professional intermediaries, enabling firms and professionals to enhance their service offerings and strengthen multi-generational client relationships through specialised family enterprise expertise.
Many families come to us having invested in structures and very little in each other. Values go unspoken, expectations go unmet, and the next generation is left to find their own way in.
We work alongside families to build the alignment that makes everything else hold. That includes a shared purpose, clear roles, a rhythm for coming together and a real pathway for those who will carry it forward.
Continuity across generations is not inherited, it is practised.
Our family office services are organised around three pillars that apply to every family we work with.
Shared vision and values, and the facilitation that keeps a family aligned.
The framework that supports a family's shared intentions. We help design clear family policies, well-run processes and a coordinated circle of advisers, all shaped around the family.
The operating structures, succession and estate planning, philanthropy, and next-generation development that carry wealth forward.
We translate the family's vision into an operating rhythm — an annual plan of meetings, decisions, and policies — then run that rhythm alongside the family until it becomes their own, bringing in the right specialists at the right time so the family deals with one advisory team, not ten.
See how we work
Every family engagement is supported by Emerald's standing team of principals, directors and next-generation program leads. Your family works with a world-class family office advisory team, never a single adviser. Our engagements span generations, and so does our approach.
Every family enterprise evolves. The question is whether it happens by design or by default. Whether you're shaping a family office, preparing the rising generation, or sensing that the family has outgrown the way things are run, the first step is simply a conversation.
Confidential, at your pace and without obligation.
concierge@emeraldfamilyenterprise.com