Felix Bay is an integrated family office advisor. It was formed in response to the changing needs of families and the need for independent family, corporate and investment advice. The business possesses unique capabilities in the oversight, organisation and management of intergenerational wealth.
Family offices, business founders and entrepreneurs all evolve differently but all require advice that takes account of the entire corpus and composition of wealth. Felix Bay considers the family enterprise holistically and addresses issues from that perspective. It navigates matters impacting the organisation, core operating businesses and the investment portfolio in the context of wealth protection and growth, as well as philanthropic pursuits.
Felix Bay undertakes a range of advisory roles, specialist investment mandates and governance positions as well as co-investing alongside families. Clients gain access to global markets, a wide range of investment opportunities and a deep network of principal and advisory contacts.
Company Details
- Founded
- -
- Address
- 59 Victoria St, Sydney,new South Wales 2011,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Sydney.
- HQ
- Sydney, New South Wales
Felix Bay Group Questions
Felix Bay Group's LinkedIn profile is https://au.linkedin.com/company/felix-bay-group
Felix Bay Group's industry is
Financial Services
Felix Bay Group's top competitors are
Ridgeway Capital Group,
Meizon Innovation,
Coronam,
Kennedy Partners Wealth,
Hach Private Capital,
Municipal Vendor Services,
Trc Tourism,
Hudson Investment Group Ltd,
Singapore Chamber Of Commerce In Malaysia,
Jirsch Sutherland.
Felix Bay Group's categories are Financial Services
Felix Bay Group's founding year is 2021
