Whether you are a C-Suite Executive, a Legal Partner, members of a Family Business or Trustee of a Foundation, we know the financial issues that you are dealing with and the challenges that comes with managing disparate pieces of advice. Through our team and our panel of expert partners, we are experienced in helping people “hold the big picture together” as they create, manage and transfer wealth.
Woodbury can act as your Personal CFO, the single point of contact for financial decisions - being there to guide and manage your financial affairs as life unfolds.
We understand the rigor of being a leader in your field, and support you by providing a full Family Office service for your family’s needs. We offer a single point of contact to design and coordinate your personalised wealth management plan – liaising with any necessary service providers across any of your financial needs whether they be Investment, Tax, Estate Planning, Banking or Concierge Lifestyle Management, to ensure your objectives are achieved quickly and efficiently in a well-coordinated approach.
We have made it our business, since 1985, to listen, understand, diagnose and design bespoke solutions, giving wealthy individuals and their family’s options to discover how to best manage the financial complexities in their lives.
We understand how important it is to leave a strong and robust legacy. We can help you create a financial legacy that spans multiple generations by investing time to understand your broader family needs. Woodbury offer a whole of family service, supporting the extended needs of our client’s families; providing services to educate, advise and facilitate wealth transfer across generations.
We take the time to discover what’s important to you and your family, and know the financial strategies to help you achieve it.